Advisor at Worthen Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Worthen Financial Advisors
Location
Friendswood, TX 77546
Credentials
CFP®, Series 63
Industry experience
20 years
Angela Johnson is a CFP® with 20 years of industry experience, currently serving as the sole advisor at Worthen Financial Advisors, Inc. She previously worked for Farmers Financial Solutions and Farmers Insurance Group from 2005 to 2021. Outside of her advisory role, Johnson is president of several closely held businesses, including a commercial real estate enterprise and management companies affiliated with insurance agencies. Worthen Financial Advisors provides investment management, subscription-based financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, small businesses, and qualified retirement plans. The firm employs a long-term, evidence-based approach using diversified portfolios primarily composed of mutual funds, ETFs, and fixed-income allocations, and offers a distinctive advisor-access digital membership for ongoing planning support.
Based on Worthen Financial Advisors
Based on Worthen Financial Advisors
Based on Worthen Financial Advisors
One-time fee of $750 for access to self-preparation will or trust software service
$0 - $499,999: 1.15% $500,000 - $999,999: 0.90% $1,000,000 - $2,999,999: 0.75% $3,000,000 - $4,999,999: 0.60% $5,000,000 - $9,999,999: 0.55% $10,000,000+: 0.50%
Subscription Program fee of $249 per month in advance
Account minimum: $250,000 Minimum fee: $249 per month ongoing financial monitoring fee for accounts under $250,000 (may be waived) Fee-only: Subscription-based financial planning and monitoring program at $249 per month
104 Melody Lane
Friendswood, TX 77546
Texas
Worthen Financial Advisors, Inc.
2021 - Present (5 years)
Farmers Financial Solutions, LLC
2005 - 2021 (16 years)
Farmers Insurance Group
2005 - 2021 (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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