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Austin, TX 78746
512-595-6554
About WorthPointe
Our intention is to provide our clients with diversified, cost-efficient and tax-aware investments. We are not paid to sell products that may not be the best fit for your investment plan. We believe the returns on your investments should be risk-assessed and evaluated based on your individual risk tolerance. At the end of the day, you should feel confident that your wealth is working for you.
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General Information
Firm Start Year
1995
No. of Employees
10-19
CRD#
1236835
Firm CRD#
143996
States Licensed in
TX
Years of Experience in Financial Services
26
Number of Years with Current Firm
15
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Wealth Management
Services
Investment Types
Commodities, Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments
Can meet clients in the following ways
Our Offices, Your Home, Our Office, Phone, Email, Your Office, Video Conference
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 66
Firm Information
Firm's Number of Clients
1,457
Firm's Number of Planning Clients
1,100+
Firm's Number of Managed Clients
1,200+
Assets Managed by Firm
$1B+
Advisor's Number of Clients
79
Advisor's Number of Managed Clients
79
Advisor's Number of Planning Clients
78
Total Assets Under Management by Advisor
$144,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$250K+
Compensation Methods
Based on Assets
Fee % Based on Assets
100
Minimum Fee Charged for Managed Accounts
$2500
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1891696/retirementplanning-WorthPointe-detailed-disclosure.html