Angela Johnson is a CFP-designated registered investment advisor at Worthen Financial Advisors, based in Friendswood, TX, with 20 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 87 clients with $31M 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 | 1.15% |
| $500K - $1000K | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.50% |
All accounts for members of the client’s family (husband, wife, and minor children) or related businesses may be assessed fees based on the total balance of all accounts.
Fee Estimator
Contact
Angela Johnson
Location
104 Melody Lane, Friendswood, TX, 77546
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 ActivitiesSells Insurance
Angela is the President of Eva Marie Enterprises, LP, a commercial building housing firm and its affiliates, dedicating minimal time. She also serves as President of EB Worthen Group, Inc., a management company for insurance affiliated agencies and office buildings (minimal time), and President & Insurance Agent for E.B. Worthen Insurance Group, Inc. dba Worthen Insurance Group (about 10% of her time).
Employment History
Current Registrations
Worthen Financial Advisors
Previous Registrations
Farmers Financial Solutions, LLCBroker
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.
Exams
Additional Information
I’m Angela Johnson, Owner and Senior Advisor at Worthen Financial Advisors. I’m a CERTIFIED FINANCIAL PLANNER™ professional, and we’re a fee-only financial planning firm with a fiduciary responsibility to our clients. Since 2005, I’ve dedicated myself to helping busy professionals and retirees enhance and accelerate their financial success.