WORTHEN FINANCIAL ADVISORS

Overview

Worthen Financial Advisors is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves primarily individuals and families and positions itself as a capital allocator that both manages portfolios and selects outside managers. Core advisory services include financial planning, portfolio management for individuals and small businesses, third‑party manager selection, and the production of periodic client communications. Fee arrangements are diversified: Worthen Financial Advisors charges based on a percentage of assets under management and also uses hourly and fixed fees, plus other fee arrangements. The firm indicates an affiliation with an insurance company. It does not identify as an active ESG investor and operates as a single‑state adviser rather than a multi‑state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices