Advisor at WorthWhile Wealth Council
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Firm
WorthWhile Wealth Council
Location
Johnson City, TN 37601
Credentials
CFP®, Series 65
Industry experience
3 years
Phillip Worley is a CFP® and Series 65 credentialed advisor with WorthWhile Wealth Council, bringing three years of industry experience. He has worked at WorthWhile Wealth since 2026 and has been with WorthWhile Wealth Council since 2020. Prior to his advisory career, he was employed at East Tennessee State University from 2014 to 2020. WorthWhile Wealth Council is a fee-only wealth management firm serving individuals, high earners, high net worth clients, foundations, and retirement plan sponsors and participants. The firm manages approximately $63.7 million across about 179 client households, offering integrated financial planning, discretionary portfolio management, and advice for held-away accounts with a focus on strategic, globally diversified multi-asset-class allocation.
Based on WorthWhile Wealth Council
Financial planning services standalone fees typically range from $1,250 to $10,000; Planning Review and Portfolio Allocation services range from $1,250 to $5,000.
$250 per hour
Annual subscription fee of $1,000 billed quarterly ($250 per quarter) for clients under $100,000 RAUM.
Fee-only: Asset management fees typically 1.0% or 1.3% per year depending on service level; fees negotiable and included in advisory agreement; subscription fee $1,000 annually ($250 quarterly) for accounts under $100,000 RAUM until conversion to percentage of AUM.
508 Princeton Rd, Suite 301
Johnson City, TN 37601
Arizona · North Carolina · Tennessee · Virginia
Worthwhile Wealth
2026 - Present (1 year)
WorthWhile Wealth Council
2020 - Present (6 years)
East Tennessee State University
2014 - 2020 (6 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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