JC
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
September 2018 - Present · 7 yrs 4 mos
Previous Registrations
Constitution Wealth LLC
December 2021 - December 2024 · 3 yrs
Fidelity Personal and Workplace Advisors
July 2018 - September 2018 · 2 mos
Strategic Advisers LLC
October 2012 - July 2018 · 5 yrs 9 mos
Fidelity Brokerage Services LLCBroker
June 2012 - September 2018 · 6 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2011 - March 2012 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
September 2011 - March 2012 · 6 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.