Phillip Worley is a CFP-designated registered investment advisor at Worthwhile Wealth Council, based in Johnson City, TN, with 3 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 179 clients with $64M in assets under management.
Compensation
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Assets Under Management
Fee Structure
WorthWhile Wealth Council's investment advisory fees are either 1.0% or 1.3% per year, depending on the service level agreed upon. The fee is based on the value of the account at the beginning of each quarter, and one-fourth of the annual rate is assessed in advance. For smaller accounts where financial planning is the primary focus, they offer a bundled service with an annual subscription fee of $1,000, billed quarterly, until the account reaches $100,000. Fees for held away accounts range between 0.50% and 1.0% per year.
Location
508 Princeton Rd, Suite 301, Johnson City, TN, 37601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Worthwhile Wealth Council
State Registrations4 states
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