Worrell Advisory Services

Overview

Worrell Advisory Services is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, and it also provides portfolio management for small businesses. Core services are financial planning and discretionary portfolio management. Fee arrangements include a percentage of assets under management and hourly billing. The adviser does not position itself as a capital allocator, is not a multi-state adviser, and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices