Worrell Financial offers financial planning services that include business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. The firm does not provide investment management services. Financial plans are tailored to each client's situation and goals.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial Planning (Fixed Fee): $500.00 - $3,500.00, depending on complexity and needs of the client.
- Financial Planning (Hourly Fee): $250 per hour, depending on complexity.
One-Time Plan:$500 - $3,500
Hourly Rate:$250/hr
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