Robert Worrell
Worrell Advisory Services · Branford, Connecticut
Robert Worrell is a fee-only financial advisor at Worrell Advisory Services in Branford, Connecticut. Worrell Advisory Services reports charging a percentage of assets and hourly fees on its Form ADV.
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Who they serve
- Retirees
Facts
| Firm | Worrell Advisory Services |
|---|---|
| Based in | Branford, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $6.3M across 81 accounts |
| SEC registration | Investment adviser representative in CT · CRD 2539187 |
| Exams passed | Series 63 (1997) · Series 65 (1997) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.worrelladvisory.com |
| Profile |
How Robert's firm compares
- Worrell Advisory Services's average account is about $78,000, from its Form ADV (assets managed divided by 81 accounts).
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Questions about Robert
Is Robert Worrell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Worrell Advisory Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Worrell Advisory Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Robert Worrell based?
Robert Worrell is based in Branford, Connecticut.
Is Robert Worrell registered with the SEC?
Yes. Robert Worrell is registered as an investment adviser representative in CT (CRD 2539187), 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 Worrell Advisory Services manage?
Worrell Advisory Services reports $6.3M across 81 accounts in assets under management.
How do I contact Robert Worrell?
Through Robert's website, www.worrelladvisory.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
- Worrell Advisory Services 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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