Worthen Financial Advisors provides personalized investment management and financial planning services to individuals, high-net-worth families, trusts, and businesses. Founded by Angela Johnson, the firm creates customized portfolios primarily using low-cost, passively managed mutual funds and exchange-traded funds based on Modern Portfolio Theory. Worthen partners with third-party platforms like Betterment and Focus Partners Advisor Solutions to offer sub-advisory portfolio management, custom stock strategies, and automated services. In addition to managing investments, Worthen offers comprehensive financial planning covering retirement, taxes, estate planning, insurance, cash flow, and business structures. The firm operates as a registered investment advisor based in Friendswood, Texas.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.50% |
All accounts for family members or related businesses are combined to calculate the fee. Fees may be negotiable.
