# THE WORLEY BANKS GROUP, LLC

THE WORLEY BANKS GROUP, LLC is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 306890
- **SEC file number:** 801-118683
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306890

## About

The Worley Banks Group is an independent financial planning firm that guides families near or at retirement in all financial aspects of their lives. We take a holistic approach, looking at all aspects of your life, including investment, retirement, pension, estate, tax, insurance and risk management planning. As a Registered Investment Advisor (RIA), we are committed to independent advice (without commissions). We hold to the fiduciary standard to act in the best interest of our clients. We've been serving clients since 2002. With fee-only compensation, we provide transparent wealth management and financial planning services. We always have and always will advocate for what is best for you. Worley Banks also specializes in helping Missouri educators with their pension plans. Our team is equipped to address the unique planning needs of Public School Retirement System of Missouri (PSRS) and Public Education Employees of Missouri (PEERS) members. Nothing can replace the personal relationship we have with our clients. Our organization is structured so our financial advisors are available to meet and review your financial plan—on your schedule. Technology has impacted financial advising in significant ways. We embrace change and use technology to serve you better and enhance our personal relationship with you. With a solid plan, clients can turn their investments into income and protect their principal for future generations.

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Source record modified: 2026-06-03T20:00:00.000Z

Last verified: not supplied by this public snapshot.

## Sources and provenance

- Regulatory source: https://adviserinfo.sec.gov/firm/summary/306890
Source links do not imply that every field was verified on the page modification date. See [Altss methodology](https://altss.com/methodology).

Canonical page: https://altss.com/profile/the-worley-banks-group-llc

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