Patricia Stallworth is a CFP-designated registered investment advisor at Ps Worth, LLC, based in Irvine, CA, with 13 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
PS Worth offers ongoing financial planning for a recurring fixed monthly fee, ranging from $250 to $3,000. The fee depends on the complexity of your situation. You'll work one-on-one with a financial planner to develop and implement your financial plan, which will be monitored and updated as needed.
PS Worth offers project-based financial planning for a fixed fee between $2,500 and $12,000, or an hourly rate of $250. This is for clients looking to address specific questions or issues on a one-time basis.
Contact
Patricia Stallworth
Location
Irvine, CA
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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.
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Patricia works for PS Worth in Irvine, CA, providing financial planning services as an investment advisor representative (IAR) since January 2023. This activity is investment-related.
Employment History
Current Registrations
Ps Worth, LLC
Previous Registrations
Ellevest
Facet Wealth, INC
Eworth Advisors
Ps Worth, LLC
State Registrations1 state
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.