Women's Worth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$26,030,516
Clients
60
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
60
HighAverage account size
$433,842
About
Women’s Worth Advisors provides financial planning, non-discretionary investment management, short-form financial consulting called Money Management Wellness, and qualified plan consulting to individuals, families, trusts, estates, businesses, charities and retirement plans. The firm integrates financial planning into its advisory work and offers periodic consulting sessions alongside ongoing portfolio oversight.
The firm’s investment process emphasizes diversified asset allocation and multiple methods of analysis (macroeconomic, fundamental, quantitative, qualitative, technical and cyclical) to align portfolios with client objectives and risk tolerance. Accounts are managed on a non-discretionary basis—meaning investment actions require client approval—and the firm monitors and rebalances portfolios with client consent.
What distinguishes this firm from many peers is the combination of a primarily non-discretionary asset base (the brochure reports all AUM as non-discretionary) with packaged, fixed-fee consulting offerings and a practice of providing qualified plan consulting that can include acting in ERISA-defined fiduciary capacities. This blend of hands-on, client-approved portfolio management and structured, time-limited advisory products is less common among supported advisory firms.
Client services
Financial planning
Portfolio management
Pension consulting
Financial consulting services
Demographic focus
Women Professionals
Fee options
Money Management Wellness: $500 per quarter; Financial Planning: up to $3,000 per individual, up to $4,500 per family
$5,000 - $500,000: 1.50% annually $500,001 - $999,999: 1.25% annually $1,000,000 - $4,999,999: 1.00% annually $5,000,000 - Negotiated: Negotiated
Fee-only: Fixed fees for Money Management Wellness and Financial Planning services; Money Management Wellness: $500 per quarter; Financial Planning: $3,000 per individual, $4,500 per family
Main office location
Women's Worth Advisors
15 Hospital Center Common, Suite 200 F
Hilton Head Island SC 29926, United States
Number of offices
1
Most active in
Women's Worth Advisors has reported serving >5 clients in these states in the last 12 months.
South Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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