David Maurice
Worthwhile Wealth Council · Johnson City, Tennessee
David Maurice is a fee-only financial advisor at Worthwhile Wealth Council in Johnson City, Tennessee, who holds the CFP credential. Worthwhile Wealth Council reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Worthwhile Wealth Council |
|---|---|
| Based in | Johnson City, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $74.2M across 376 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, NC, TN, VA · CRD 2120949 |
| Exams passed | Series 63 (1991) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.alignable.com/sedona-az/carrier-maurice-webb-wealth-advisors |
| Profile |
How David's firm compares
- Worthwhile Wealth Council's average account is about $197,000, from its Form ADV (assets managed divided by 376 accounts).
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Questions about David
Is David Maurice a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Worthwhile Wealth Council reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Worthwhile Wealth Council, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Maurice based?
David Maurice is based in Johnson City, Tennessee.
What credentials does David Maurice hold?
David Maurice holds the CFP credential.
Is David Maurice registered with the SEC?
Yes. David Maurice is registered as an investment adviser representative in AZ, NC, TN and VA (CRD 2120949), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Worthwhile Wealth Council manage?
Worthwhile Wealth Council reports $74.2M across 376 accounts in assets under management.
How do I contact David Maurice?
Through David's website, www.alignable.com/sedona-az/carrier-maurice-webb-wealth-advisors.
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
- 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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