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How does the advisor help clients – Key Takeaways:

Having a knowledgeable and experienced financial advisor can make all the difference in managing your finances. For those seeking financial guidance, Worth Considering, Inc. offers a range of services to help clients achieve their financial goals.

Facts and Insights

Founded in 2005, Worth Considering, Inc. has been in business for over 14 years. It currently has assets under management of $500 million and boasts a team of 10 expert advisors who are dedicated to providing customized financial solutions to clients.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management: $500 million
Number of Advisors: 10
Time in Business: 14 years

Financial Services Offered

Worth Considering, Inc. offers a comprehensive range of financial services to cater to the specific needs of their clients. These services include:

  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Insurance Solutions
  • Tax Planning
  • Cash Flow Management

Client Types

The firm caters to a diverse range of clients, including individuals, families, and small businesses. Whether you are looking to plan for your retirement or grow your wealth, Worth Considering, Inc. has the expertise to help you achieve your financial goals.

Fees & Compensation

Worth Considering, Inc. operates on a fee-based compensation model, meaning they charge a percentage of the assets they manage for their clients. This aligns their interests with those of their clients, as they are motivated to help their clients grow their wealth. The firm is committed to full transparency when it comes to fees and does not receive any commissions for recommending specific products or services.


The team at Worth Considering, Inc. comprises highly qualified and experienced financial experts. They hold various industry certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This demonstrates their commitment to staying up-to-date with the ever-changing financial landscape and providing the best possible advice to their clients.

Financial Advisor Disclosures to Know

As a financial expert, Worth Considering, Inc. is bound by fiduciary duty to act in the best interests of their clients. However, it’s important to note that the firm has no disclosures on record for any regulatory or disciplinary action. This provides assurance to clients that they can trust and rely on the advice given by their financial advisors at Worth Considering, Inc.

Company Information

Main Office

Mail Office

Other Information

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