Edward Worrell is a registered investment advisor at Worrell Financial LLC, based in West Chester, PA, with 3 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Planning (Fixed Fee): $500.00 - $3,500.00, depending on complexity and needs of the client.
- Financial Planning (Hourly Fee): $250 per hour, depending on complexity.
Location
West Chester, PA
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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.
Learn about disclosures →Other Business Activities
Edward is a consultant/owner at Worrell Capital Consulting, a pharma compliance consulting business, dedicating minimal time. He also works as a CPA/Tax Preparer at Edward Worrell, Jr. CPA, spending minimal time on this activity.
Employment History
Current Registrations
Worrell Financial 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.