WorthPointe Email Format

Financial ServicesCalifornia, United States11-50 Employees

WorthPointe is a fee-only financial planning firm with a multi-market presence in San Diego, Austin, and Dallas–Fort Worth. Its advisory team is made up of CERTIFIED FINANCIAL PLANNERS™ who are owners and bring credentialed expertise to bear across a broad range of services, including financial planning, investment consulting, tax planning, asset protection, estate planning, and charitable giving support. The firm emphasizes tailoring its guidance to each client’s budget to help protect and grow their financial future.

Operating within the financial services sector, WorthPointe positions itself as a boutique firm that combines personalized planning with technology to streamline processes for clients and staff. It has expanded beyond its initial markets to California, including an Orange County office, reflecting growth across its footprint, and has earned recognition in industry rankings, such as being named among the Best-In-State Wealth Advisors in Wyoming in 2026 by Forbes SHOOK.

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