About WORLEY ERHART-GRAVES FINANCIAL ADVISORS, INC.
WORLEY ERHART-GRAVES FINANCIAL ADVISORS, INC. (WEGFA) is a financial advisory firm that provides expert financial guidance to clients. The firm is committed to helping its clients achieve financial success through its comprehensive and personalized services.
How does the advisor help clients – Key Takeaways:
- WEGFA offers personalized financial planning and investment management services.
- The firm uses a holistic approach to understand the unique financial goals and needs of each client.
- WEGFA provides ongoing support and guidance to help clients stay on track towards their financial objectives.
Facts and Insights
- Founded in 1986, WEGFA has been in the financial advisory business for over three decades.
- The firm is registered with the Securities and Exchange Commission (SEC) as an investment advisor.
- WEGFA has a team of experienced and knowledgeable financial advisors who are committed to providing the highest level of service to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 30 years |
Financial Services Offered
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance planning
Client Types
- High net worth individuals
- Families
- Small business owners
- Retirees
- Professionals
Fees & Compensation
WEGFA offers a fee-only compensation structure, which means that the firm does not receive commissions or compensations from third-party providers for recommending their products. The fees are based on a percentage of assets under management, and the firm is transparent about its fees with its clients.
Background
The founder of WEGFA, John Worley, has over 40 years of experience in the financial industry. He holds a Bachelor’s degree in accounting and a Master’s degree in financial planning. The current CEO, Samantha Erhart-Graves, has been with the firm since its inception and has a Bachelor’s degree in finance and a Master’s degree in investment management.
Financial Advisor Disclosures to Know
WEGFA’s advisors are required to abide by the fiduciary standard, which means they must always act in the best interests of their clients and disclose any potential conflicts of interest. There are no disclosures listed on the firm’s Form ADV, indicating WEGFA’s commitment to ethical and transparent business practices.