Tim Waterworth
Tim Waterworth is a CFP, ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Grapevine, TX, with 32 years of industry experience. Tim is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
1225 South Main Street, Suite 103, Grapevine, TX, 76051
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tim is the owner, founder, and president of Waterworth Wealth Advisors, LLC, where he serves as a lead client advisor and handles general management, dedicating full-time hours to the role. He is also an Investment Advisor Representative with Kestra Advisory Services, LLC.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
Fidelity Brokerage Services LLCBroker
Mmc Securities CORP.Broker
Score Securities, INC.Broker
John Hancock Funds, INC.Broker
Fidelity Brokerage Services, INC.Broker
Signal Securities, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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