Worrell Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Worrell Financial LLC provides fee‑only financial planning to individuals and high‑net‑worth clients, delivering comprehensive written or electronic plans that address retirement, estate, tax coordination, business planning, insurance, and investment analysis. The firm serves a very small client roster and reports no assets under advisory because it does not provide ongoing portfolio management.
Rather than exercising investment discretion, the firm offers investment analysis and implementation guidance drawing on fundamental, technical, cyclical and Modern Portfolio Theory methods and generally recommends passive, index‑based funds and ETFs for client portfolios. Clients implement recommendations through their chosen custodians; Worrell Financial is compensated via fixed and hourly engagements, does not charge percentage‑of‑AUM fees, and does not accept custody of client assets.
The firm is affiliated with a separate accounting and tax‑preparation practice and discloses that the principal is a licensed CPA and personal financial specialist who devotes a substantial portion of time to tax services. Worrell Financial is also notable for its small scale and limited succession planning — the brochure states the business could be dissolved if the principal is unable to continue, with clients to be notified.
Client services
Expertise
Fee options
Fixed fee between $500 and $3,500, negotiated before start of work
$250 per hour, negotiable depending on complexity
Fee-only: Fixed fee ranging from $500 to $3,500 depending on complexity; hourly fee of $250 per hour
Main office
West Chester PA
Advisors at this office
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
-
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.
Forms ADV
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)