Fee-only adviser · Johnson City, TN
Worthwhile Wealth Council
Worthwhile Wealth Council is a fee-only investment adviser registered with the securities regulators of Arizona, North Carolina, Tennessee, Virginia, with its main office in Johnson City, Tennessee. On its latest Form ADV, filed March 30, 2026, it reports $74M in regulatory assets under management, 176 individual clients and 3 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 | State-registered: Arizona, North Carolina, Tennessee, Virginia |
|---|---|
| Firm CRD number | 126918 |
| Office | 508 Princeton RD Suite 301 Johnson City, TN 37601 |
| Phone | (423) 610-0099 |
| Website | www.worthwhile-wealth.com |
| Regulatory assets under management | $74M ($74M discretionary) |
| Individual clients | 162 non-high-net-worth, 14 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 4 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | March 30, 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 disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
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 Johnson City
- Values First Advisors, Inc. $215M
- BCS Wealth Management, LLC $987M
- Roan Capital Partners $152M
- Allied Investments $92M
- Lake Park Advisors $22M
- Valor Financial Planning $777K
See all 7 fee-only advisers in Johnson City →
Nearby
- Kingsport 4 firms
- Bristol 1 firm
- Greeneville 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Worthwhile Wealth Council? Update this listing.