Net Worth Advisory Group, LLC

RIASEC Registered

Total AUM

$838M

Discretionary

$475M

57% of AUM

Avg account

$258K

Accounts

3,255

Employees

Advisory reps

Firm details

Headquarters: Sandy, Utah
CRD number: 126983
Registered since: March 6, 2006
Website: networthadvice.com
Custodians: GOLDMAN SACHS CUSTODY SOLUTIONS, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI75.52%
Individuals24.48%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Net Worth Advisory Group, LLC is an independent, individual-owned RIA that provides financial planning and discretionary portfolio management principally for individuals and families. The firm is registered with the SEC (registered in 2006) and operates as a capital allocator, making use of third-party managers alongside in-house portfolio management. Its client-facing services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, publication of periodicals or newsletters, and educational seminars and workshops. Fee models include percentage-of-AUM billing as well as hourly and fixed fees. The firm was listed in Financial Advisor Magazine’s Top RIA Firms roster in 2020. Net Worth Advisory Group does not describe itself as an active ESG investor.