

| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1000K | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.50% |
Fees may be negotiable in certain circumstances.

104 Melody Lane, Friendswood, TX, 77546
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Angela is the President of Eva Marie Enterprises, LP, a commercial building housing firm and its affiliates, dedicating minimal time. She also serves as President of EB Worthen Group, Inc., a management company for insurance affiliated agencies and office buildings (minimal time), and President & Insurance Agent for E.B. Worthen Insurance Group, Inc. dba Worthen Insurance Group (about 10% of her time).
I’m Angela Johnson, Owner and Senior Advisor at Worthen Financial Advisors. I’m a CERTIFIED FINANCIAL PLANNER™ professional, and we’re a fee-only financial planning firm with a fiduciary responsibility to our clients. Since 2005, I’ve dedicated myself to helping busy professionals and retirees enhance and accelerate their financial success.