Know Your Worth Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Know Your Worth Financial provides discretionary investment management and a range of financial planning services to individual clients, including project‑based plans, ongoing comprehensive planning with periodic monitoring, and occasional tax‑preparation support for ongoing planning clients. The firm works with clients to establish investment policy statements and addresses goals such as retirement, college funding, cash‑flow, risk management, and estate planning.
The firm emphasizes passive investment management and Modern Portfolio Theory while also using fundamental analysis for security selection where appropriate, constructing portfolios from index mutual funds, ETFs and other securities with quarterly reviews. For some accounts it implements model portfolios through a third‑party sub‑adviser (XY Investment Solutions, which in turn engages an underlying manager for fund management), allowing access to externally built discretionary models alongside in‑house planning.
Notably, the firm offers educational seminars and public speaking engagements—sometimes fee‑based and occasionally provided pro‑bono—a service that relatively few independent advisers provide. The practice manages roughly $1.6 million for a very small number of individual clients and is led by a CFP®‑credentialed principal, which contributes to highly individualized planning and implementation.
Client services
Expertise
Fee options
Project-based financial planning fees ranging from $250 to $6,000; upfront comprehensive financial planning fee $150 to $2,500
$0 - $1,000,000: 0.30% $1,000,001+: 0.25%
$250 per hour for project-based financial planning
Ongoing comprehensive financial planning monthly fee ranging from $150 to $1,000 per month
Main office
Gilbert AZ
Advisors at this office
1
Most active in
Arizona · Texas
Also doing business as
Know Your Worth Financial · Kyw Financial · Kyw Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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