Our Commitment to NAPFA, Our Commitment to You

Established in 1983, The National Association of Personal Financial Advisors (NAPFA) is a beacon for fee-only firms like WorthPointe. Our membership and ongoing commitment to the Power of Trust has allowed us to nurture the highest level of client service among our team of CERTIFIED FINANCIAL PLANNER™ professionals. Clear of hidden fees and commissions, your financial strategy is driven by empirical market data and sophisticated portfolio composition.

Credentialed Professionalism

Credentialed Professionalism

Credentialed Professionalism

Our team is comprised exclusively of CERTIFIED FINANCIAL PLANNER™ professionals and CFP® professional designation candidates. Our financial planners have met rigorous educational requirements that align with both WorthPointe and NAPFA’s code of ethics for competence, compliance, and professionalism.

CERTIFIED FINANCIAL PLANNER™ professionals

Transparent Fee-Only Pricing

Transparent Fee-Only Pricing

Transparent Fee-Only Pricing

Prior to fee-only pricing structures, individuals seeking personal financial advice and investment strategy risked falling victim to hidden fees and commission-loaded investment products that were more about increasing profits for the advisor than the client. By offering objective fee-only financial planning, our clients receive maximized results and tailored advice for a fee. It’s that simple.

Fee-Only Pricing

Aboveboard Service

Aboveboard Service

Aboveboard Service

WorthPointe’s goal is to maximize your wealth and enhance your family’s future. To do this successfully, our clients’ needs and interests at the forefront of our investment strategy at all times. It’s our fiduciary duty to guide you through financial decisions that put your wealth to work for you as well as listen and adapt to your concerns as life evolves. Our partnership relies on trust and open communication.

Raising the Bar for All

Raising the Bar for All

Raising the Bar for All

Our fiduciary role as financial planners optimally serves our clients by leveraging 180 years of combined experienced paired with ongoing educational enrichment to create intuitive financial strategies. However, our knowledge and experience has given us a unique opportunity to become leaders. Our financial planners are invited to speak at local financial forums, seminars, and actively attend industry leadership conferences to promote these fundamental principles. We believe that your future deserves a better standard of care.