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).

Current Firm Details
21175 State Highway 249, #234, Houston, TX 77070
https://mobile.twitter.com/worthwisefp
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $163,452
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
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.

TX

Financial Advisors at Worthwise Financial Partners
Showing 1 - 1 of 1 top financial advisors.
1
Alison James, financial advisor Houston TX
Alison A. James
CRD#: 7438882
Houston, TX

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.

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