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Worley Erhart Graves

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uuid0025mjl

Namestring
Worley Erhart Graves
Legal namestring
Reify Wealth Advisors
Websiteurl
wefinancialadvisors.com
Company typeenum
Private
Founded yearstring
-
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersIndianapolis, United States
HQ citystring
Indianapolis
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
fee-only financial planning, investment management services, fiduciary wealth advisory, retirement planning services, tax planning advisory
Industry2 codes
1Fee-Only Advisory
CodeFSAEAAALPrimaryYes
2Financial Planning–Led RIAs
CodeFSAAACABPrimaryNo
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Investment Advice6282
Product category
Wealth Management and Financial Advisory Services
Social media profiles2 records
Revenue model1 record
1Fee-Only Financial Planning and Advisory Services
TypeProfessional Services
Description

The firm operates as a fee-only financial advisory practice, meaning they do not sell financial products or receive commissions. Revenue is generated through financial planning fees, investment management fees, and tax services fees. As fiduciaries, they provide objective financial advice focused solely on the client's best interest.

reifywealthadvisors.com
Marketing channels4 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Worley Erhart Graves (doing business as Reify Wealth Advisors) is a fee-only fiduciary financial advisory firm that delivers personalized financial planning, investment management, and tax services to individual clients. The firm operates without product sales or commissions, charging clients financial planning, investment management, and tax service fees for objective, relationship-based advisory engagements. Services are delivered by CERTIFIED FINANCIAL PLANNER® practitioners (with CIMA®, AAMS®, and WMS™ credentials) on an integrated basis so that planning, investing, and tax strategies inform one another.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Reify Wealth Advisors is a fee-only fiduciary advisory firm offering a unified suite of three integrated financial services: Financial Planning, Investment Management, and Tax Services. The firm operates on a no-commission basis, focusing exclusively on delivering objective financial guidance rather than selling financial products. The three core service offerings work together as an integrated financial advisory package where planning informs investment strategy and tax planning maximizes overall financial outcomes for clients.

Product and service3 records
1Financial Planning
CategoryFinancial Planning
Description

Comprehensive financial planning services delivered by CERTIFIED FINANCIAL PLANNER® practitioners who act as fiduciaries, providing personalized advice tailored to clients' unique financial goals and circumstances. The service is positioned for individuals across life stages, transforming abstract financial goals into clear, actionable steps.

2Investment Management
3Tax Services
Recent move5 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Peers10 records
1The Colony Group
TypeDirect peer
Description

Fee-only multi-family office providing integrated financial planning, investment management, and tax services to affluent individuals and families. Comparable integrated advisory model and client-centric fee structure.

2Facet Wealth
TypeDirect peer
Description

Fee-only virtual RIA offering flat-fee financial planning and investment management to individuals nationwide. Directly comparable on fee-only fiduciary model and integrated planning + investment service, though distributed virtually rather than from a single local office.

3XY Planning Network
TypeOthers
Description

Network of independent, fee-only financial planners serving Gen X and Gen Y clients. While Reify is not a member, the network represents the broader community of small fee-only CFP® practices with comparable service offerings and target segments.

4Edward Jones
TypeBroad incumbent
Description

Large national broker-dealer and advisory firm with deep Midwest presence including Indianapolis. While historically commission-based, it offers advisory programs that overlap with Reify's planning services to individuals and retirees.

5Carson Wealth
TypeDirect peer
Description

RIA-affiliated wealth management firm offering financial planning, investment management, and tax services through advisor partners. Closely comparable fee-based fiduciary model and integrated service stack for individuals and families.

6Ellevest
TypeEmerging player
Description

Women-focused digital wealth manager and financial planning platform. Highly comparable on woman-targeted positioning and serves similar life-stage clients (young professionals through retirees), though primarily digital-delivered rather than in-person CFP® advisory.

7Buckingham Strategic Wealth
TypeDirect peer
Description

Fee-only RIA focused on evidence-based financial planning and investment management for individuals. Matches Reify on fiduciary fee-only model, planning-led approach, and similar middle-market client focus.

8Vanguard Personal Advisor
TypeBroad incumbent
Description

Hybrid RIA from Vanguard combining digital portfolio management with human CFP® advisors at low all-in fees. Represents a fee-compressing incumbent on investment management that competes with the investable-AUM side of Reify's offering.

9Creative Planning
TypeBroad incumbent
Description

Large fee-only RIA delivering comprehensive financial planning, investment management, and tax services to high-net-worth individuals. Same fiduciary model and integrated service set, but materially larger scale and broader geographic footprint.

10Charles Schwab Wealth Advisory
TypeBroad incumbent
Description

Custodian-affiliated advisory service providing financial planning and investment management at scale. Direct competitive threat to fee-only RIAs by leveraging Schwab's brand, custody infrastructure, and lower perceived fee benchmark.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment6 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile6 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Worley Erhart Graves

Wealth Management and Financial Advisory Serviceswefinancialadvisors.com

Worley Erhart Graves firmographics

Firmographics
Name
Worley Erhart Graves
Legal name
Reify Wealth Advisors
Website
https://wefinancialadvisors.com
Company type
Private
Operating status
Operating
Headcount range
11–50 employees
Ownership category
akta.pro rank

Worley Erhart Graves industry classification

Industry
Product category
Wealth Management and Financial Advisory Services
NAICS
Portfolio Management and Investment Advice (523940)
SIC
Investment Advice (6282)
akta.pro primary industry
Fee-Only Advisory (FSAEAAAL)
akta.pro secondary industry
Financial Planning–Led RIAs (FSAAACAB)

Keywords

  • Fee-only financial planning
  • Investment management services
  • Fiduciary wealth advisory
  • Retirement planning services
  • Tax planning advisory

Where Worley Erhart Graves is headquartered

Location

Headquarters

HQ city
Indianapolis
HQ country
United States
HQ region
North America

Offices1 record

Markets served

Worley Erhart Graves business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

  1. Fee-Only Financial Planning and Advisory Services: The firm operates as a fee-only financial advisory practice, meaning they do not sell financial products or receive commissions. Revenue is generated through financial planning fees, investment management fees, and tax services fees. As fiduciaries, they provide objective financial advice focused solely on the client's best interest.

Distribution channels1 record

Marketing channels4 records

Worley Erhart Graves product offering

Product offering

Core offering

Worley Erhart Graves (doing business as Reify Wealth Advisors) is a fee-only fiduciary financial advisory firm that delivers personalized financial planning, investment management, and tax services to individual clients. The firm operates without product sales or commissions, charging clients financial planning, investment management, and tax service fees for objective, relationship-based advisory engagements. Services are delivered by CERTIFIED FINANCIAL PLANNER® practitioners (with CIMA®, AAMS®, and WMS™ credentials) on an integrated basis so that planning, investing, and tax strategies inform one another.

Product overview

Reify Wealth Advisors is a fee-only fiduciary advisory firm offering a unified suite of three integrated financial services: Financial Planning, Investment Management, and Tax Services. The firm operates on a no-commission basis, focusing exclusively on delivering objective financial guidance rather than selling financial products. The three core service offerings work together as an integrated financial advisory package where planning informs investment strategy and tax planning maximizes overall financial outcomes for clients.

Differentiator

Problem solved

Functional benefit

Products and services

  • Financial Planning Comprehensive financial planning services delivered by CERTIFIED FINANCIAL PLANNER® practitioners who act as fiduciaries, providing personalized advice tailored to clients' unique financial goals and circumstances. The service is positioned for individuals across life stages, transforming abstract financial goals into clear, actionable steps.
  • Investment Management
  • Tax Services

Companies that use Worley Erhart Graves

Customer profile

Segments6 records

Ideal customer profiles6 records

Worley Erhart Graves technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Worley Erhart Graves partnerships and signals

Strategic signal

Recent moves5 records

Expansion highlights4 records

Worley Erhart Graves competitors and assessment

Company assessment

Direct peers

  • The Colony Group: Fee-only multi-family office providing integrated financial planning, investment management, and tax services to affluent individuals and families. Comparable integrated advisory model and client-centric fee structure.
  • Facet Wealth: Fee-only virtual RIA offering flat-fee financial planning and investment management to individuals nationwide. Directly comparable on fee-only fiduciary model and integrated planning + investment service, though distributed virtually rather than from a single local office.
  • Carson Wealth: RIA-affiliated wealth management firm offering financial planning, investment management, and tax services through advisor partners. Closely comparable fee-based fiduciary model and integrated service stack for individuals and families.
  • Buckingham Strategic Wealth: Fee-only RIA focused on evidence-based financial planning and investment management for individuals. Matches Reify on fiduciary fee-only model, planning-led approach, and similar middle-market client focus.

Others

  • XY Planning Network: Network of independent, fee-only financial planners serving Gen X and Gen Y clients. While Reify is not a member, the network represents the broader community of small fee-only CFP® practices with comparable service offerings and target segments.

Broad incumbents

  • Edward Jones: Large national broker-dealer and advisory firm with deep Midwest presence including Indianapolis. While historically commission-based, it offers advisory programs that overlap with Reify's planning services to individuals and retirees.
  • Vanguard Personal Advisor: Hybrid RIA from Vanguard combining digital portfolio management with human CFP® advisors at low all-in fees. Represents a fee-compressing incumbent on investment management that competes with the investable-AUM side of Reify's offering.
  • Creative Planning: Large fee-only RIA delivering comprehensive financial planning, investment management, and tax services to high-net-worth individuals. Same fiduciary model and integrated service set, but materially larger scale and broader geographic footprint.
  • Charles Schwab Wealth Advisory: Custodian-affiliated advisory service providing financial planning and investment management at scale. Direct competitive threat to fee-only RIAs by leveraging Schwab's brand, custody infrastructure, and lower perceived fee benchmark.

Emerging players

  • Ellevest: Women-focused digital wealth manager and financial planning platform. Highly comparable on woman-targeted positioning and serves similar life-stage clients (young professionals through retirees), though primarily digital-delivered rather than in-person CFP® advisory.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Worley Erhart Graves social profiles

Digital presence

Worley Erhart Graves financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Worley Erhart Graves leadership team

Management profile

Number of profiles

Profiles1 record

Worley Erhart Graves funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Worley Erhart Graves M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Worley Erhart Graves

What does Worley Erhart Graves do?

Worley Erhart Graves (doing business as Reify Wealth Advisors) is a fee-only fiduciary financial advisory firm that delivers personalized financial planning, investment management, and tax services to individual clients. The firm operates without product sales or commissions, charging clients financial planning, investment management, and tax service fees for objective, relationship-based advisory engagements. Services are delivered by CERTIFIED FINANCIAL PLANNER® practitioners (with CIMA®, AAMS®, and WMS™ credentials) on an integrated basis so that planning, investing, and tax strategies inform one another.

Is Worley Erhart Graves a public or private company?

Worley Erhart Graves is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Worley Erhart Graves founded?

Worley Erhart Graves was founded in -1. It employs 11 to 50 people.

Where is Worley Erhart Graves based?

Worley Erhart Graves is headquartered in Indianapolis, United States, in the North America region.

How does Worley Erhart Graves make money?

One revenue line is on record: fee-Only Financial Planning and Advisory Services.

Who are Worley Erhart Graves's main competitors?

Direct peers on record are The Colony Group, Facet Wealth, Carson Wealth and Buckingham Strategic Wealth. XY Planning Network is listed as an others. Broad incumbents are Edward Jones, Vanguard Personal Advisor, Creative Planning and Charles Schwab Wealth Advisory. Ellevest is listed as an emerging player.

Does Worley Erhart Graves have an API?

No public API is recorded for Worley Erhart Graves.

What industry is Worley Erhart Graves in?

Worley Erhart Graves's product category is Wealth Management and Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAL, Fee-Only Advisory, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.

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