AF
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
509 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$885.6M
Fee Structure
Minimum Investment:$500K
Financial Plan Fee:Up to $5,000
Hourly Rate:$100 - $400/hr
WorthPointe offers advisory fees based on assets under management (AUM) or household net worth. The maximum annual fee is 1.00% of AUM or 0.40% of household net worth. Clients may incur additional fees from third-party advisors. Financial consulting services are offered at negotiable hourly rates ($100-$400) or fixed fees (up to $5,000 or more).
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingCharitable GivingHigh Net Worth
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Advisor Information
Office location
Ramona, CA
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Worthpointe
March 2008 - Present · 17 yrs 10 mos
Previous Registrations
Trovena, LLC.
November 2003 - December 2013 · 10 yrs 1 mo
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.