The High Net Worth Advisory Group, LLC

Overview

The High Net Worth Advisory Group, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm is SEC-registered (registered in 2020) and serves both high-net-worth individuals/families and institutional clients. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Fee arrangements are flexible and include a percentage-of-AUM model as well as hourly and fixed-fee options. The firm does not position itself as a capital allocator; instead it sources third-party managers for alternative exposure. It is not identified as an ESG-focused investor. The firm maintains industry ties with accounting professionals, which may shape client work around tax-sensitive planning and coordination with outside accountants.

Assets & Accounts

Public Holdings

Investments & Alternatives