The Worley Banks Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Worley Banks Group, LLC provides investment advisory services primarily to individual and high‑net‑worth clients and, through written agreements, to broker/dealer customers; as of February 2026 it reports approximately $184.3 million in assets under management across roughly 749 client accounts. Services include discretionary and non‑discretionary portfolio management, financial planning and consulting, and investment consulting to brokerage customers.
The firm uses third‑party model portfolios to generate allocation recommendations while retaining firm‑level discretion to set and implement client portfolios within managed account programs. Its investment process emphasizes asset allocation aligned with client risk tolerance and time horizon, employing techniques such as dollar‑cost averaging and both long‑ and short‑term positions, with quarterly reviews and event‑driven reassessments.
Distinctive features include formal consulting arrangements with broker/dealers to provide services to brokerage customers and the presence of firm personnel who are licensed insurance agents and may offer commissionable insurance products, with disclosed conflicts managed by firm policies and client consent. The firm also discloses that some service providers it uses incorporate artificial intelligence components and conducts periodic due diligence on those providers, while account oversight and review responsibilities are centralized under the firm’s principal reviewer.
Client services
Expertise
Fee options
$0 - $499,999: 1.25% annually $500,000 - $999,999: 1.15% annually $1,000,000 - $1,999,999: 0.95% annually $2,000,000 - $2,999,999: 0.85% annually $3,000,000 - $3,999,999: 0.75% annually $4,000,000+: Negotiable
Consulting fee from 0.25% to 1.35% annually for brokerage customers based on AUM, paid quarterly
Account minimum: $5,000
Main office
6 Cityplace Drive, Suite 460
Creve Coeur MO 63141
Advisors at this office
3
Most active in
Florida · Illinois · Missouri · Texas
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Nicholas A
CFP®
Creve Coeur, MO
The Worley Banks Group, LLC
Nicholas Allgeyer is a CFP® affiliated with The Worley Banks Group, LLC, with prior experience working for the Toronto Blue Jays, Philadelphia Phillies, and Houston Astros. His career background includes roles spanning professional baseball organizations and the University of Iowa. He has been with The Worley Banks Group since 2023. The Worley Banks Group, LLC serves individual and high-net-worth clients, as well as brokerage customers, providing portfolio management, financial planning, and investment consulting. The firm utilizes third-party model portfolios and focuses on asset allocation aligned with client risk tolerance and time horizon, incorporating quarterly reviews and event-driven reassessments.
Paul B
Series 66
Creve Coeur, MO
The Worley Banks Group, LLC
Paul Banks is a financial advisor at The Worley Banks Group, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including LPL Financial and Edward Jones. In addition to his advisory role, he is also licensed as an insurance agent and engages in insurance sales on a part-time basis. The Worley Banks Group, LLC provides discretionary investment management and financial planning to individuals and high-net-worth clients, as well as investment consulting services to broker-dealer customers. The firm manages approximately $165 million using third-party model portfolios and a variety of investment strategies while maintaining final decision-making authority.
Timothy B
Series 65, Series 66
Creve Coeur, MO
The Worley Banks Group, LLC
Timothy Banks is a financial advisor with The Worley Banks Group, LLC, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Private Client Services, RFG Advisory, Four Seasons Wealth Management, and LPL Financial. He is also a licensed independent insurance agent. The Worley Banks Group provides discretionary investment management and financial planning services to individuals and high-net-worth clients, as well as investment consulting to broker-dealer customers. The firm manages approximately $165 million across several hundred accounts and employs third-party model portfolios and research to guide its investment decisions.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")