Danny Worrell
Truewater Wealth · Ponte Vedra Beach, Florida
Danny Worrell is a fee-only financial advisor at Truewater Wealth in Ponte Vedra Beach, Florida. Danny charges a percentage of assets (1.25% a year on the first tier of assets managed) and focuses on tax planning.
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Specialties
Facts
| Firm | Truewater Wealth |
|---|---|
| Based in | Ponte Vedra Beach, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $74.3M across 336 accounts |
| SEC registration | Investment adviser representative in FL, GA · CRD 5229545 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | truewaterwealth.com |
How Danny's firm compares
- Truewater Wealth's average account is about $221,000, from its Form ADV (assets managed divided by 336 accounts).
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Questions about Danny
Is Danny Worrell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Danny holds no broker registration, and Truewater Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Danny charge for financial advice?
Danny charges a percentage of assets.
How much does Danny charge?
According to Truewater Wealth's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed.
Where is Danny Worrell based?
Danny Worrell is based in Ponte Vedra Beach, Florida.
What does Danny specialize in?
Danny's specialties include tax planning.
Is Danny Worrell registered with the SEC?
Yes. Danny Worrell is registered as an investment adviser representative in FL and GA (CRD 5229545), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Truewater Wealth manage?
Truewater Wealth reports $74.3M across 336 accounts in assets under management.
How do I contact Danny Worrell?
Through Danny's website, truewaterwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Truewater Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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