Fee-only adviser · Sandy, UT
Net Worth Advisory Group, LLC
Net Worth Advisory Group, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Sandy, Utah. On its latest Form ADV, filed March 23, 2026, it reports $838M in regulatory assets under management, 862 individual clients and 13 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 126983 · SEC file 801-65548 |
| Office | 75 W. Towne Ridge Parkway Suite 460 Sandy, UT 84070 |
| Phone | (801) 566-6639 |
| Website | www.networthadvice.com |
| Regulatory assets under management | $838M ($475M discretionary) |
| Individual clients | 594 non-high-net-worth, 268 high-net-worth |
| Financial planning clients | More than 500 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers, Educational seminars |
| Employees | 20 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 23, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Sandy
- Olympus Peaks Financial, LLC $141M
- RFK Capital Management Not reported
- Verticus Advisors Inc. $692K
- Harvest Lane Investment Partners, LLC. Not reported
- Evergreen Capital Management, Inc. $9.0M
- Terrion Advisors, Inc. $32M
See all 7 fee-only advisers in Sandy →
Nearby
- Cottonwood Heights 5 firms
- Midvale 1 firm
- South Jordan 5 firms
- West Jordan 1 firm
- Draper 5 firms
- Millcreek 1 firm
- Holladay 3 firms
- Bluffdale 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Net Worth Advisory Group, LLC? Update this listing.