Worthpointe

Worthpointe (CRD# 143996) is a financial advisory firm headquartered in Austin, TX. They manage $363,300,000 in 1,299 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    363
    MILLION
  • Total Number of Accounts
    1,299
    ACCOUNTS
  • Average Account Value
    $279,677
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, IA, IL, NC, NJ, NY, OK, PA, TX, WA

Financial Advisors at Worthpointe
Showing 1 - 10 of 14 top financial advisors.
1
Anthony G. Ferreira
CRD#: 4586955
3655 Nobel Drive, Suite 340, San Diego, CA 92122
96
Wealthminder
score

Anthony Ferreira (CRD# 4586955) is an Investment Advisor Representative working at Worthpointe in San Diego, CA and has over 15 years of experience in the finance industry. Anthony Ferreira has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Scott W. O'brien
CRD#: 1236835
6836 Bee Cave Road, Suite 210, Austin, TX 78746
96
Wealthminder
score

Scott O'brien (CRD# 1236835) is an Investment Advisor Representative working at Worthpointe in Austin, TX and has over 9 years of experience in the finance industry. Scott O'brien has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Morgan H. Smith
CRD#: 4620769
6836 Bee Cave Road, Suite 210, Austin, TX 78746
96
Wealthminder
score

Morgan Smith (CRD# 4620769) is an Investment Advisor Representative working at Worthpointe in Austin, TX and has over 14 years of experience in the finance industry. Morgan Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Charles L. Stanley
CRD#: 1805936
6836 Bee Cave Road, Suite 210, Austin, TX 78746
96
Wealthminder
score

Charles Stanley (CRD# 1805936) is an Investment Advisor Representative working at Worthpointe in Austin, TX and has over 29 years of experience in the finance industry. Charles Stanley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Christopher P. Vanslyke
CRD#: 2870730
6836 Bee Cave Road, Suite 210, Austin, TX 78746
96
Wealthminder
score

Christopher Vanslyke (CRD# 2870730) is an Investment Advisor Representative working at Worthpointe in Austin, TX and has over 20 years of experience in the finance industry. Christopher Vanslyke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Richard D. Wilkinson
CRD#: 4141734
6836 Bee Cave Road, Suite 210, Austin, TX 78746
96
Wealthminder
score

Richard Wilkinson (CRD# 4141734) is an Investment Advisor Representative working at Worthpointe in Austin, TX and has over 17 years of experience in the finance industry. Richard Wilkinson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Matt G. Addington
CRD#: 5110554
6836 Bee Cave Road, Suite 210, Austin, TX 78746
93
Wealthminder
score

Matt Addington (CRD# 5110554) is an Investment Advisor Representative working at Worthpointe in Austin, TX and has over 11 years of experience in the finance industry.

8
Kermit Johns
CRD#: 2949339
6836 Bee Cave Road, Suite 210, Austin, TX 78746
93
Wealthminder
score

Kermit Johns (CRD# 2949339) is an Investment Advisor Representative working at Worthpointe in Austin, TX and has over 19 years of experience in the finance industry.

9
Steven M. Long
CRD#: 5129259
3655 Nobel Drive, Suite 340, San Diego, CA 92122
93
Wealthminder
score

Steven Long (CRD# 5129259) is an Investment Advisor Representative working at Worthpointe in San Diego, CA and has over 11 years of experience in the finance industry.

10
Joshua I. Wilson
CRD#: 5279243
6836 Bee Cave Road, Suite 210, Austin, TX 78746
93
Wealthminder
score

Joshua Wilson (CRD# 5279243) is an Investment Advisor Representative working at Worthpointe in Austin, TX and has over 10 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.