WorthWhile Wealth Council is an independent wealth management firm founded in 2002 and located in Johnson City, Tennessee. Led by Certified Financial Planner professionals, WorthWhile Wealth Council offers integrated financial planning and continuous investment management services. The firm operates on a fee-only compensation model, meaning its sole source of income is direct fees paid by clients, eliminating conflicts of interest related to product sales commissions. WorthWhile Wealth Council specializes in working with individuals, families, executives, professionals, retirees, and business owners, designing customized global portfolios without the use of pre-packaged model portfolios. The firm emphasizes client education, behavioral finance coaching, and strategic asset allocation using mutual funds and exchange-traded funds to help clients navigate market volatility. In addition to direct asset management, WorthWhile Wealth Council provides advice on held-away accounts such as employer retirement plans and college savings accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
Fees typically range from 1.0% to 1.3% annually depending on the service level chosen. Held-away accounts range from 0.50% to 1.0% annually. Smaller accounts under $100,000 may use a $1,000 annual subscription fee.
