Robert Earl Wirth

Worth Financial Group INC.

48 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Worth Financial Group INC.

Compensation

Fee-Only (AUM)

Firm Size

6 advisors

Number of Clients

4 clients

Average Client Portfolio

$757K average

Assets Under Management

$3.0M

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Minimum Annual Fee:$500

Location

16660 Dallas Parkway, Suite 2200, Dallas, TX, 75248

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History

Regulatory History (2)

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Employment Separation After Allegations

May 2015

Regulatory

September 1988

Final

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Other Business ActivitiesSells Insurance

Robert is the owner of Retirement Plans.com, LLC, dedicating about 10-20% of his time to administration. He also sells life, health, and disability insurance, spending a few hours per week on marketing, service, and sales.