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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-25-2021
- Office Locations
- 1
Office Locations
About Worthen Financial Advisors
Worthen Financial Advisors is a Texas-based RIA providing financial planning and investment management with a strong retirement planning focus. Portfolios use evidence-based, diversified, cost-effective and tax-efficient strategies aligned to risk tolerance. The firm also emphasizes tax-efficient retirement income and wealth-transfer planning (it does not prepare tax returns). Led by Angela Johnson, a CFP® professional with the RICP® credential.
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Platform
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Owner & Executives
ANGELA JOHNSON
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #4928336
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $47,905,274 | -- |
| Total | $47,905,274 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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