Worthwise Financial Partners
Worthwise Financial Partners (CRD# 316812) is a financial advisory firm headquartered in Houston, TX. They manage $6,538,089 in 40 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management7MILLION
Total Number of Accounts40ACCOUNTS
Average Account Value$163,452
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Alison James (CRD# 7438882) is an Investment Advisor Representative working at Worthwise Financial Partners in Houston, TX and has 30 years of experience in the finance industry. Alison James 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 putclients' interests first and comply with the Financial Planning Practice Standards.