Worley Erhart-Graves Financial Advisors
Worley Erhart-Graves Financial Advisors
Categories
Financial & Investment Services
About
Worley Erhart-Graves is an independent, fee-only firm that aims to empower clients to feel confident and secure in their financial future. We build tailored financial plans, unique to an individual's situation and goals. We offer financial planning and investment management services.
Our advisors are made up of CERTIFIED FINANCIAL PLANNER® professionals that are held to the highest principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence. We act as a fiduciary so clients can rest assured we will always make recommendations that are in their best interest. We do not sell products or receive commissions.
Additional Info
As a fee-only firm, we do not sell any products, and there are no hidden fees in which we are compensated; we operate with full transparency. Our financial planning fees are billed at an hourly rate. Depending on the complexity of your situation, the fee for a new client engagement for comprehensive financial planning generally ranges between $3,000 and $4,000. Our annual fee for investment management is 0.5% of the value of the managed assets. Fees are calculated and billed quarterly at 0.125% per quarter.
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Membership Type
Bronze Partner