Worthpointe

Worthpointe is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with a mailing address in La Jolla, California (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 31, 2026, it reports $1.1B in regulatory assets under management, 622 individual clients and 9 employees who give 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	SEC-registered
Firm CRD number	143996 · SEC file 801-67916
Office	La Jolla, CA (mailing address; office not published)
Phone	(800) 620-4232
Website	worthpointeinvest.com
Regulatory assets under management	$1.1B
Individual clients	389 non-high-net-worth, 233 high-net-worth
Financial planning clients	1-10
How it charges	Percentage of assets, Hourly, Fixed fee, Other
Services	Financial planning, Portfolio management, Pension consulting, Selection of other advisers
Employees	16
Disciplinary disclosures	None reported
Latest Form ADV filing	March 31, 2026

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 provides financial planning services, not only portfolio management.
• 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.

Other fee-only advisers in La Jolla

• Castle Coast Wealth, LLC $424M
• Canter Wealth $386M
• Financial Alternatives, Inc. $615M
• Carter Financial, LLC $282M
• Nerad + Deppe Wealth Management $176M
• Coastwise Capital Group, LLC $212M

See all 23 fee-only advisers in La Jolla →

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