Worthique
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$758,289
Total clients
3
67% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
3
Average account size
$252,763
About
Worthique provides investment management and financial planning primarily to individual and high‑net‑worth clients, offering both ongoing and project‑based planning alongside discretionary portfolio management. The firm operates on a fee‑only basis and advises on stocks, bonds, mutual funds, ETFs, municipal and U.S. government securities, and cash equivalents.
The adviser combines fundamental analysis with Modern Portfolio Theory and a preference for passive, asset‑allocation‑driven portfolios, developing written investment policies and individualized allocation targets for each client. Account supervision is discretionary, clients can impose reasonable written restrictions, and client meetings are conducted virtually or at client locations rather than through a public office.
Notable for a solo, registered adviser, the firm manages a very small number of client relationships and assets, and does not aggregate or “block” trades across accounts, handling trades on an individual basis. Worthique also routinely recommends institutional custodial platforms (Schwab, Betterment, and Altruist) despite its small scale and emphasizes tailored planning for higher‑net‑worth relationships rather than a broad retail client base.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
Fixed fees for project-based financial planning ranging from $4,000 to $8,000
0.50% of assets under management annually
$300 per hour for project-based financial planning
Fee-only: Financial planning fees: $6,000 annually for ongoing planning; $4,000 to $8,000 fixed fee or $300/hour for project-based planning
Main office location
Worthique
Pleasanton CA, United States
Number of offices
1
Most active in
Worthique has reported serving >5 clients in these states in the last 12 months.
California
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
Quick links
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