Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1000K | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.50% |
Fees may be assessed based on the total balance of all accounts for members of the client's family or related businesses.
Fee Estimator
Investment management fees are based on a percentage of your assets (see table). For accounts under $250,000, there's a $249 monthly financial monitoring fee in addition to the AUM fee, until the agreed-upon household assets under management are met. This monthly fee may be waived at Worthen's discretion once the AUM minimum is reached. Financial planning is offered through a subscription program for $249/month. A one-time fee of $750 is required for access to a self-preparation will or trust software.
Areas of Practice
Advisor Information
Office location
104 Melody Lane, Friendswood, TX, 77546
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Angela JohnsonRegulatory History
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 →Other Business ActivitiesSells Insurance
Angela is the President of Eva Marie Enterprises, LP, a commercial building housing firm and its affiliates, dedicating minimal time. She also serves as President of EB Worthen Group, Inc., a management company for insurance affiliated agencies and office buildings (minimal time), and President & Insurance Agent for E.B. Worthen Insurance Group, Inc. dba Worthen Insurance Group (about 10% of her time).
Employment History
Current Registrations
Worthen Financial Advisors
Previous Registrations
Farmers Financial Solutions, LLCBroker
State Registrations1 state
Exams
Additional Information
I’m Angela Johnson, Owner and Senior Advisor at Worthen Financial Advisors. I’m a CERTIFIED FINANCIAL PLANNER™ professional, and we’re a fee-only financial planning firm with a fiduciary responsibility to our clients. Since 2005, I’ve dedicated myself to helping busy professionals and retirees enhance and accelerate their financial success.