Worthwhile Wealth is a registered investment advisor founded in June 2026 and owned by Andrew Worley, located in Johnson City, Tennessee. Worthwhile Wealth provides ongoing portfolio management using a strategic asset allocation approach, primarily investing client assets in diversified mutual funds and exchange-traded funds. In addition to investment management, Worthwhile Wealth offers financial planning, consulting, and coaching services—covering topics such as retirement planning, tax planning, estate planning, and cash flow management—which can be bundled with investment management or purchased as standalone services. The firm also provides held-away investment advisory services for employer retirement plans and other accounts that cannot be transferred to the primary custodian, Charles Schwab. Worthwhile Wealth operates under a legally required obligation to act in your best interest when providing advice on retirement accounts.
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.