Advisor at Worch Financial Group, LLC
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.
Location
Rockville, MD 20852
Credentials
Series 63, Series 65
Industry experience
9 years
Michael Worch is the principal advisor at Worch Financial Group, LLC, an independent firm based in Rockville, MD. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior work includes roles at The Financial Xchange and 1939 Capital, LLC. Worch is also a licensed insurance agent and dedicates a significant portion of his practice to insurance sales. Worch Financial Group serves individual and high-net-worth clients, providing financial planning, portfolio management through third-party money managers, and access to pooled investments. The firm emphasizes fundamental analysis and uses both long- and short-term trading strategies, often implementing investment solutions via referrals rather than direct discretion over client accounts.
Based on Worch Financial Group, LLC
Based on Worch Financial Group, LLC
Written financial plan fees range from $500 to $10,000 depending on complexity
$0 - $250,000: 1.35% $250,001 - $500,000: 1.25% $500,001 - $1,500,000: 1.0% $1,500,001 - $2,500,000: 0.85% $2,500,001 - $3,500,000: 0.75% $3,500,001+: 0.75%
Earn insurance commissions; primary revenue source
Up to $450/hour
Fee-only: Hourly fees up to $450/hour; Written financial plans $500 to $10,000
11300 Rockville Pike, Suite 1001
Rockville, MD 20852
Maryland
The Financial Xchange
2016 - Present (10 years)
Worch Financial Group, LLC
2016 - Present (10 years)
1939 Capital, LLC
2016 - Present (10 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
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