Worthy Financial Services fees and pricing
Financial planner in Westminster, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2025, Worthy Financial Services charges a flat or project fee of $500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2025. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$10,000
“In general, the fixed fee may range from $500 to $10,000 depending on the complexity of the plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Worthy Financial Services bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are charged quarterly in arrears based on the value of assets under management as of the last day of the calendar quarter.”
- “Fees are charged in arrears (end of quarter) based upon a percentage of the total assets under management, including money market balances on the last trading day of each calendar quarter.”
- “Management fees are negotiable under certain circumstances, at the sole discretion of the firm.”
How Worthy Financial Services’ fees compare
- Its flat or project fee of $500-$10,000 spans the Maryland median of $4,335. 57% of the 133 other Maryland planners that publish a flat or project fee charge less.
About Worthy Financial Services
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2006 (20 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.75% a year
- Clients
- 84
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $28,113,425
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 142462
- Phone
- (410) 751-6923
Can advise clients in 2 states: Maryland, Pennsylvania
Other planners in Westminster that publish fees
- Alton Point Advisors, LLCWestminster$150/hr
- 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
- Aaa Advisory LLCWalkersville$300/hr
- Accordant Advisory Group, Inc.Annapolis$500/hr
- Addax Bridge FinancialPotomac$250-$400/hr, $5,000-$6,000
- Adenry Wealth LLCColumbia$300/hr, $300
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.