A complete list of active advisors currently associated with Worrell Financial LLC
Warmer can help you find a great advisor at Worrell Financial LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Worrell Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
West Chester, PA
| 3
|
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