Worrell Advisory Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,281,276
Total clients
49
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
49
Average account size
$128,189
About
Worrell Advisory Services works with individual clients — including some high‑net‑worth households — and small businesses, providing financial planning, retirement and education planning, estate and tax considerations, investment consultation, and business advisory services. Engagements begin with an initial interview and a written agreement and may be delivered as broad‑based or modular financial planning depending on client needs.
The firm employs an active investment approach that blends fundamental and technical analysis across mutual funds, ETFs, individual equities and fixed‑income holdings, and it offers discretionary management with periodic reviews. Clients are generally directed to third‑party custody platforms (Goldman Sachs Custody Solutions and Altruist) through which advisory fees are billed; the firm discloses that it may receive a portion of platform asset‑based fees, does not aggregate client trades, and prohibits soft‑dollar arrangements.
Noteworthy differences from many peers include the firm’s reliance on specific third‑party custody platforms with disclosed fee‑sharing and its explicit policy not to batch trades, practices that can influence trading execution and client costs. The firm’s principal also maintains an insurance license and may recommend or sell insurance products for commission while providing hourly financial planning engagements that require an upfront engagement deposit; these dual roles and compensation arrangements are disclosed to clients.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Debt management
Charitable giving & philanthropy
Fee options
$240 per hour for financial planning services, billed in 10-minute increments.
Fee-only: Financial planning services at $240 per hour, billed in 10-minute increments, with a $480 deposit required to initiate the engagement.
Main office location
Worrell Advisory Services
202 S. Montowese Street, Suite 4
Branford CT 06405, United States
Number of offices
1
Most active in
Worrell Advisory Services has reported serving >5 clients in these states in the last 12 months.
Connecticut
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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