WorthWhile Wealth Council
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$74,204,733
Total clients
176
8% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
88
Average account size
$421,618
About
WorthWhile Wealth Council is a fee-only wealth management firm serving individuals, high earners, people of high net worth, foundations, retirement plan sponsors and plan participants. The firm manages roughly $63.7 million across about 179 client households with a small advisory team, and provides integrated financial planning, discretionary portfolio management, and advice for held-away accounts.
The firm’s investment approach emphasizes strategic, globally diversified multi-asset-class allocation implemented primarily through mutual funds and ETFs and documented in an Investment Policy Statement rather than model portfolios. Its process combines routine rebalancing and manager selection with client education and behavioral-finance coaching, and the firm is developing impact-investment screening tools to offer upon request.
WorthWhile publishes regular written content (weekly blogs and periodic newsletters) and hosts no-cost educational seminars and workshops in person and via Zoom, services the brochure notes are offered to clients and the community. The firm’s ADV also discloses a consent order dated August 30, 2023 with the Tennessee Securities Division regarding inadvertent failures to meet certain monthly net capital and recordkeeping requirements, which is reported in its disciplinary disclosures.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
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.
Main office location
WorthWhile Wealth Council
508 Princeton Rd, Suite 301
Johnson City TN 37601, United States
Number of offices
2
Most active in
Arizona · North Carolina · Tennessee · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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