A complete list of active advisors currently associated with Worthpointe

Warmer can help you find a great advisor at Worthpointe or one who fits your needs even better.

WorthPointe is a team-based wealth management firm with nine advisers and roughly $1.057 billion in discretionary assets under management that serves individuals (including high-net-worth clients), corporations, and retirement/pension or profit-sharing plans. The firm offers discretionary portfolio management through its WorthPointe Management Program and a range of financial planning and consulting services under a separate program. The firm's investment approach is grounded in Modern Portfolio Theory and implemented largely through diversified model portfolios constructed with mutual funds and exchange-traded funds, with ongoing oversight from an investment committee. WorthPointe routinely uses subadvisers and third‑party managers (including a Betterment digital wealth offering) to implement strategies, and it emphasizes fee control, model selection, and periodic rebalancing as part of its portfolio management process. WorthPointe’s footprint and business arrangements distinguish it from many peers: the brochure lists seven offices across multiple states, ownership through Worthhold, Inc. with indirect individual ownership, and a disclosed recent amendment removing references to an affiliated entity (Constitution Wealth). The firm also documents participation in institutional custodian advisor programs, ongoing solicitation/referral fee arrangements for introduced clients, and the use of third‑party referral/listing channels — practices that reflect broader custodial and partnership relationships not typical for most team firms.

To learn more about the advisors currently working at Worthpointe, 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.