Jack Worrell
Jack Worrell is a CFP-designated registered investment advisor at Carolina Planning Group LLC, based in Beaufort, SC, with 16 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 77 clients with $25M 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 | 0.65% |
Annual fee is capped at $15,000. Fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule.
Fee Estimator
Location
Beaufort, SC
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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 ActivitiesSells Insurance
Jack is an agent at Turbeville Ins Agency, selling property and casualty insurance since 2008. This takes about a third of his time, with a few hours per week during trading hours.
Employment History
Current Registrations
Carolina Planning Group LLC
Previous Registrations
Woodbury Financial Services, INC.
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.