Net Worth Advisory Group
Financial Services, 9980 South 300 West, Sandy, Utah, 84070, United States, 11-50 Employees
Phone Number: +12*********
Who is NET WORTH ADVISORY GROUP
Net Worth Advisory Group, LLC, is an independent, FEE-ONLY (no commissions), Certified Financial Planner and investment advisory firm located in Salt Lake City, Utah. Our mission is to he...
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Headquarters: 9980 South 300 West, Sandy, Utah, 84070, United States
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Date Founded: 2003
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Employees: 11-50
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Revenue: $1 Billion and Over
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Active Tech Stack: See technologies
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CEO:
David Swapp
Email
Phone
Industry: Financial Services
SIC Code: 6282
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NAICS Code: 523940 |
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Net Worth Advisory Group Org Chart and Mapping
Merrit Arnell
Chief Financial and Operations Officer and Financial Advisor at Net Worth Advisory Group
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Frequently Asked Questions Regarding Net Worth Advisory Group
Answer: Net Worth Advisory Group's headquarters are located at 9980 South 300 West, Sandy, Utah, 84070, United States
Answer: Net Worth Advisory Group's phone number is +12*********
Answer: Net Worth Advisory Group's official website is https://networthadvice.com
Answer: Net Worth Advisory Group's revenue is $1 Billion and Over
Answer: Net Worth Advisory Group's SIC: 6282
Answer: Net Worth Advisory Group's NAICS: 523940
Answer: Net Worth Advisory Group has 11-50 employees
Answer: Net Worth Advisory Group is in Financial Services
Answer: Net Worth Advisory Group contact info: Phone number: +12********* Website: https://networthadvice.com
Answer: Net Worth Advisory Group, LLC, is an independent, FEE-ONLY (no commissions), Certified Financial Planner and investment advisory firm located in Salt Lake City, Utah. Our mission is to help clients achieve financial peace of mind through the implementation of customized financial plans and ongoing personalized asset management. We specialize in helping people transition from the workplace into retirement, and insuring that those who are already retired will not outlive their nest egg. Most of our clients are within three years of retiring or already retired. We also help younger business owners develop creative ways to save and meet their retirement goals. We ensure that all of our clients have a comprehensive financial plan, and we meet with each client every six months to update the financial plan and review investment performance. As a NAPFA-registered fee-only advisory firm, we provide recommendations that are not tainted by a hidden agenda to sell financial products paying large commissions. Unlike our competitors at brokerage firms, insurance companies, and banks, we are compensated solely by our clients, so we are financially motivated to provide objective advice that is always in our clients' best interests. Unfortunately, anyone can call himself or herself a financial planner. However, only a Certified Financial Planner (CFP) has met the education, examination, experience and ethical requirements mandated by the CFP board. Of the estimated 800,000 financial advisors in the U.S. only 55,000 have earned the CFP designation. All Net Worth advisors are either CFPs or CFPs in training.
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