W
Worrell Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
6
0% high-net worth
Advisors
1
of 1 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
6
Very LowAverage account size
$0
About
Worrell Financial LLC provides fee‑only financial planning to individuals and high‑net‑worth clients, delivering comprehensive written or electronic plans that address retirement, estate, tax coordination, business planning, insurance, and investment analysis. The firm serves a very small client roster and reports no assets under advisory because it does not provide ongoing portfolio management.
Rather than exercising investment discretion, the firm offers investment analysis and implementation guidance drawing on fundamental, technical, cyclical and Modern Portfolio Theory methods and generally recommends passive, index‑based funds and ETFs for client portfolios. Clients implement recommendations through their chosen custodians; Worrell Financial is compensated via fixed and hourly engagements, does not charge percentage‑of‑AUM fees, and does not accept custody of client assets.
The firm is affiliated with a separate accounting and tax‑preparation practice and discloses that the principal is a licensed CPA and personal financial specialist who devotes a substantial portion of time to tax services. Worrell Financial is also notable for its small scale and limited succession planning — the brochure states the business could be dissolved if the principal is unable to continue, with clients to be notified.
Client services
Financial planning
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General tax planning
Fee options
Fixed fee between $500 and $3,500, negotiated before start of work
$250 per hour, negotiable depending on complexity
Fee-only: Fixed fee ranging from $500 to $3,500 depending on complexity; hourly fee of $250 per hour
Main office location
Worrell Financial LLC
West Chester PA, United States
Number of offices
1
Most active in
Worrell Financial LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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