WORRELL ADVISORY SERVICES

Overview

Worrell Advisory Services is a small, independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individuals, families and small business owners. Its stated fee model combines a percentage-of-AUM charge with hourly fees, which supports both ongoing portfolio services and project-based planning engagements. Investment activity is heavily equity oriented. The firm favors exchange-traded equities as the primary building block for client portfolios and appears to use ETFs and single-stock positions to implement core and tactical exposures. Worrell Advisory Services does not identify as an ESG investor and is not a multi-state adviser, so its client base and operations appear concentrated and relatively straightforward. The firm also uses third-party vehicles for alternative exposures—specifically hedge funds and real estate—and supplements its equity allocations with mutual funds and annuities where appropriate.

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Location & Offices