Worthynest LLC

Overview

Worthynest LLC is a small, independent registered investment adviser that operates alongside accounting services. The firm serves individual and family clients, delivering financial planning, portfolio management for individuals and small businesses, and educational seminars. Its fee structure blends a percentage-of-AUM approach with fixed-fee engagements. Investment activity centers on liquid, publicly available pooled products; public funds and mutual funds represent the dominant allocation type on the firm’s books. Reported assets are managed on a non-discretionary basis, which indicates clients retain trading authority and Worthynest focuses on advice, implementation guidance and ongoing portfolio oversight rather than unilateral trading decisions. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices