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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Worth Financial Advisory Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Worth Financial Advisory Group charge?","answer":"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.","source":"FORM ADV PART 2A, filed 11 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Worth Financial Advisory Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Worth Financial Advisory Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Worth Financial Advisory Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Worth Financial Advisory Group have a minimum investment?","answer":"Yes, Worth Financial Advisory Group’s minimum account size for its Asset management is $100K.","source":"FORM ADV PART 2A, filed 11 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Worth Financial Advisory Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Worth Financial Advisory Group get paid?","answer":"Worth Financial Advisory Group is paid through a percentage of assets under management, hourly charges and fixed fees. 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