JH
JH

Joel Hergenreter

1 Year of Experience
Baltimore, MD

Joel Hergenreter is a registered investment advisor at Worthnet, LLC, based in Baltimore, MD, with 1 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
3 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

16 W. Madison Street, Baltimore, MD, 21201

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Joel works as a Senior Compliance Analyst for AdvisorLaw, providing legal and compliance consulting for registered investment advisors. This takes nearly full-time hours and occurs during securities trading hours.

Employment History
Current Registrations
Worthnet, LLC
August 2025 - Present · 9 mos
Previous Registrations
Financial Planning Strategies, LLC
February 2025 - June 2025 · 4 mos
Equitable Advisors, LLC
September 2021 - March 2022 · 6 mos
Equitable Advisors, LLCBroker
July 2021 - March 2022 · 8 mos
State Registrations1 state
MD
Advisor

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
No exam information available for this advisor.
Joel Hergenreter - Financial Advisor | TrueAdvisor