Phillip Worley is a CFP-designated registered investment advisor at Worthwhile Wealth, based in Johnson City, TN, with 4 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
Worthwhile Wealth charges an asset-based fee of up to 1.30% per year. Fees are negotiable and may vary based on portfolio review frequency, distribution needs, and cash flow coordination.
Fee Estimator
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.
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 →Employment History
Current Registrations
Worthwhile Wealth
Worthwhile Wealth Council
State Registrations4 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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