THE HIGH NET WORTH ADVISORY GROUP, LLC

Overview

The High Net Worth Advisory Group, LLC is an independent registered investment adviser that began SEC registration in 2020 and is owned by an individual. The firm serves both high-net-worth individuals and family clients as well as institutional and small-business clients. Its advisory offering centers on financial planning and discretionary portfolio management for individuals, small businesses and institutions, and it also provides pension consulting services. Fee arrangements are flexible and include percentage-of-AUM pricing alongside hourly and fixed-fee engagements. Investment practice tilts toward liquid, exchange-traded equities and ETFs as the core of client portfolios, with a clear preference for broad-market indexed exposure. The adviser is not an active ESG investor and does not operate as a capital allocator; instead it deploys third‑party managers for select alternative exposures. The firm lists an industry affiliation with an accountant, reflecting a typical accountant-adviser relationship for tax and planning coordination.

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Location & Offices