Kevin Worthley
Kevin Worthley is a CFP-designated registered investment advisor at Wealth Management Resources, INC., based in Smithfield, RI, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 622 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.67% |
| $1.5M+ | 0.33% |
Fees are negotiable. Family household account values may be combined to reach lower fee breakpoints.
Fee Estimator
Location
28 Cedar Swamp Road, Suite One, Smithfield, RI, 02917
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 Activities
Kevin is a freelance commercial writer, yoga instructor, and writing coach. He spends minimal time on each of these activities.
Employment History
Current Registrations
Wealth Management Resources, INC.
Previous Registrations
Wealth Management Resources, INC.Broker
Ridgeway & Conger, INC.Broker
Retirement Planning CO of New England INC
Cambridge Investment Research, INC.Broker
1717 Capital Management CompanyBroker
State Registrations2 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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