Worchestershire Financial

Worchestershire Financial is a fee-only investment adviser registered with the securities regulator of Texas, with a mailing address in Bartlett, Texas (its office is a private residence, so the street address is not published). On its latest Form ADV, filed August 20, 2023, it reports $4.8M in regulatory assets under management, 5 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: Texas
Firm CRD number	154986
Office	Bartlett, TX (mailing address; office not published)
Phone	(512) 786-2444
Website	Not listed
Regulatory assets under management	$4.8M
Individual clients	5 non-high-net-worth, 0 high-net-worth
Financial planning clients	0
How it charges	Percentage of assets, Fixed fee
Services	Portfolio management
Employees	1
Disciplinary disclosures	None reported
Latest Form ADV filing	August 20, 2023

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Nearby

• Salado 1 firm
• Georgetown 4 firms
• Round Rock 8 firms