WORTH FINANCIAL GROUP INC.
SEC RegisteredTrusted Financial Planning Experts
About the firm
Since 1983, Worth Financial Group Inc. has offered exceptional financial planning and wealth management services to its clients. Founded and incorporated in the state of Texas in May 1983, the firm employs a personalized approach that takes into account clients' lifestyle when providing financial advice.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Worth Financial Group Inc. offers broker-dealer services, registered investment advisory services, insurance agency services, and wealth management.
Who they serve
Clients seeking financial planning and wealth management services
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 13 | $4.4M |
| High Net Worth Individuals | 42 | $118M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of April 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WORTH FINANCIAL GROUP INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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