Worrell Advisory Services

Worrell Advisory Services works with individual clients — including some high‑net‑worth households — and small businesses, providing financial planning, retirement and education planning, estate and tax considerations, investment consultation, and business advisory services. Engagements begin with an initial interview and a written agreement and may be delivered as broad‑based or modular financial planning depending on client needs.

The firm employs an active investment approach that blends fundamental and technical analysis across mutual funds, ETFs, individual equities and fixed‑income holdings, and it offers discretionary management with periodic reviews. Clients are generally directed to third‑party custody platforms (Goldman Sachs Custody Solutions and Altruist) through which advisory fees are billed; the firm discloses that it may receive a portion of platform asset‑based fees, does not aggregate client trades, and prohibits soft‑dollar arrangements.

Noteworthy differences from many peers include the firm’s reliance on specific third‑party custody platforms with disclosed fee‑sharing and its explicit policy not to batch trades, practices that can influence trading execution and client costs. The firm’s principal also maintains an insurance license and may recommend or sell insurance products for commission while providing hourly financial planning engagements that require an upfront engagement deposit; these dual roles and compensation arrangements are disclosed to clients.