WorthWise Financial Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
WorthWise Financial Partners is an independent, state-registered advisory firm managing roughly $23.2 million for 34 clients. The firm provides discretionary, individually tailored portfolio management and a range of financial planning services, including project-based plans, stand‑alone engagements, and an ongoing subscription-style planning program, and it accepts both individual and high‑net‑worth clients without a firm account minimum.
The firm applies Modern Portfolio Theory and a primarily passive investment construction—typically using index-based mutual funds and ETFs—while reserving the option to select actively managed funds when justified by statistical analysis; recommendations are further refined using fundamental and cyclical analysis and are tailored to client objectives, tax considerations, and any client‑imposed investment restrictions. WorthWise operates discretionary accounts and performs periodic portfolio reviews and rebalancing based on client risk profiles and drift from allocation targets.
Notable distinctions for a solo adviser of this size include a subscription-style ongoing planning model with documented plans and monitoring, active handling of “held‑away” employer retirement accounts via an order management system to address asset location and allocation in those accounts, and explicit custodian recommendations that include Charles Schwab, my529, and Flourish Cash. The firm reports no outside compensation, does not participate in soft‑dollar arrangements or wrap programs, and is led by a CFP®‑credentialed principal.
Client services
Expertise
Fee options
$750-$3,500 per project for Project-Based Financial Planning; $2,250-$8,100 for Stand-Alone Financial Planning; $750-$2,700 upfront fee for Ongoing Comprehensive Financial Planning
$0 - $1,000,000: 0.80% annually $1,000,001+: 0.60% annually
$250 per hour (negotiable)
$250-$900 per month for Ongoing Comprehensive Financial Planning (negotiable)
Main office
Houston TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Worthwise Financial Partners · Worthwise Financial Partners, LLC
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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