Worth Financial Advisory Group provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 251–500 clients last fiscal year.
Worth Financial Advisory Group reports 451 clients. They include 394 individual clients and 57 high-net-worth individuals. Of its assets, 100.0% ($281M across 1,266 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 87% | 42% |
| High-net-worth individuals | 13% | 58% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 394 | $117M | 41.7% | $297K |
| High-net-worth individuals | 57 | $164M | 58.3% | $2.87M |
| Total | 451 | $281M | 100% | $622K |
- Clients
- 394
- Regulatory AUM
- $117M
- AUM share
- 41.7%
- Avg. per client
- $297K
- Clients
- 57
- Regulatory AUM
- $164M
- AUM share
- 58.3%
- Avg. per client
- $2.87M
Total
- Clients
- 451
- Regulatory AUM
- $281M
- AUM share
- 100%
- Avg. per client
- $622K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Worth Financial Advisory Group charges up to 2.00% a year for its Asset management. The fee is billed in advance, is negotiable and requires an account of at least $100,000. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Amended plan at annual review
- An amended financial plan at the annual review is charged a fee of $300 to $1,200, depending on complexity.
- ERISA plan services
- Annual ERISA plan service fees are based on plan assets and will not exceed 2%; they are negotiable and may be a flat fee.
- Financial planning and consulting
- Financial planning and consulting is charged at an hourly fee of $550 or a fixed fee from $1,250 to $250,000, based on complexity.
Glen Wright owns 75% or more of Worth Financial Advisory Group. The leadership team of Worth Financial Advisory Group includes Chief Compliance Officer Glen Wright. It has 15 employees, 7 of them in advisory roles.
Staff
- 15 employees
- 7 in advisory functions
- 6 state-registered reps
- 6 insurance agents
- 1 soliciting firm
- Owns 75% or more of Worth Financial Advisory Group, LLC
Glen Wright
Control person · since January 2011
Worth Financial Advisory Group’s regulatory assets grew 2.4× from $119M (July 2021) to $281M (March 2026); clients fell from 477 to 451 and employees rose from 10 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $281M | 451 | 15 | 2 |
| Feb 2025February 2025 | $233M | 466 | 15 | 3 |
| Apr 2024April 2024 | $179M | 420 | 15 | 2 |
| Mar 2023March 2023 | $139M | 570 | 13 | 4 |
| Jul 2022July 2022 | $145M | 482 | 11 | 4 |
| Jul 2021July 2021 | $119M | 477 | 10 | 4 |
Besides its headquarters, Worth Financial Advisory Group has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
North Carolina · 1 listed address
- 2020 S. Tryon Street, Suite 2b, CharlotteHQ
Other business names
Worth Financial Advisory Group has reported 1 other business name to the SEC.
- Patrick Lynch Financial
Contact and registration details
- Legal name
- Worth Financial Advisory Group, LLC
- Headquarters
- 2020 S. Tryon Street, Suite 2b, Charlotte, NC 28203
- Website
- worthadvisors.com
- Phone
- 704-731-0121
- SEC file
- 801-120877
- Structure
- North Carolina LLC
- Fiscal year end
- December
Worth Financial Advisory Group’s named custodians for separately managed accounts are Charles Schwab ($240M, 89%) and Trade-PMR ($29.3M, 11%). Worth Financial Advisory Group has custody of $34.4M for 129 clients.
- Trade-PMRTrade-PMR Inc. · Gainesville, FL · $29.3M11%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $240M89%
At year end, Worth Financial Advisory Group’s separately managed accounts were mostly in stocks (88%). Its reported 13F holdings for the quarter ended 30 June 2026 total $240M across 202 positions; the largest are Goldman Sachs ETF TR (6.7%), Apple Inc. (3.4%) and Amazon Com Inc. (3.4%).
What the accounts hold
- Stocks88%
- Funds7%
- Bonds1%
- Cash4%
- Other1%
- Investment grade corporate bonds1%
How many clients does Worth Financial Advisory Group have?
Worth Financial Advisory Group has 451 clients and manages $281 million for them, as of March 2026. They include 394 individual clients and 57 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 March 2026
What services does Worth Financial Advisory Group offer?
Worth Financial Advisory Group provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Worth Financial Advisory Group charge?
Worth Financial Advisory Group charges up to 2.00% a year for its Asset management. The fee is billed in advance, is negotiable and requires an account of at least $100,000.
Which custodians does Worth Financial Advisory Group use?
Worth Financial Advisory Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $240M and Trade-PMR Inc. (Gainesville, FL), with $29.3M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 March 2026
How many financial advisors does Worth Financial Advisory Group have?
Worth Financial Advisory Group has 6 investment adviser representatives registered with state securities authorities, out of 15 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Worth Financial Advisory Group invest in?
At the end of its last fiscal year, Worth Financial Advisory Group’s separately managed accounts held 88% exchange-traded equities, 7% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents, 1% U.S. government and agency bonds and 1% other. The 1% other category is described as: Investment Grade Corporate Bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Worth Financial Advisory Group have a minimum investment?
Yes, Worth Financial Advisory Group’s minimum account size for its Asset management is $100K.
Who owns Worth Financial Advisory Group?
Worth Financial Advisory Group’s direct owner is Glen Wright (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 March 2026
How does Worth Financial Advisory Group get paid?
Worth Financial Advisory Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Worth Financial Advisory Group?
Worth Financial Advisory Group’s main office is at 2020 S. Tryon Street, Suite 2b, Charlotte, NC 28203. Its phone number is 704-731-0121. Its website is worthadvisors.com.