Larry Worden
Larry Worden is a registered investment advisor at Vanderbilt Advisory Services, based in Rogers, AR, with 21 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6,470 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VAS offers investment management through its Managed Account Program and VFG Tactical Model Portfolios. Fees are based on assets under management and can be structured as a flat annual fee, flat percentage, threshold billing, or tiered billing. The specific fee structure is outlined in the Investment Advisory Agreement.
VAS also uses Betterment for Advisors, where fees range from 0.12% to 0.25% of account balances, charged monthly or quarterly. VAS also charges an advisory fee on top of the Betterment fee.
Location
200 S. 20th Street, Suite A, Rogers, AR, 72758
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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
Larry is a certified public accountant and president/50% shareholder of Worden & Worden CPAs, spending nearly full-time on this role. He also owns and manages Worden Wealth Management, dedicating about a quarter of his time, and co-owns/manages commercial real estate through Worden Investments, LLC, spending minimal time on it. Additionally, Larry is an insurance producer since 2014 and spends about a quarter of his time on insurance sales.
Employment History
Current Registrations
Vanderbilt Advisory Services
Previous Registrations
Vanderbilt Securities, LLCBroker
Bfc Planning, INC.
Securities Management & Research, INC.Broker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
1st Global Advisors INC
1st Global Capital CORP.Broker
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.