Net Worth Advisory Group, LLC

Net Worth Advisory Group, LLC (CRD# 126983) is a financial advisory firm headquartered in Sandy, UT. They manage $312,159,635 in 1,723 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    312
    MILLION
  • Total Number of Accounts
    1,723
    ACCOUNTS
  • Average Account Value
    $181,172
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, ID, IL, NV, UT

Financial Advisors at Net Worth Advisory Group, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Michael K. Berry
CRD#: 5414312
9980 So. 300 W., Suite 110, Sandy, UT 84070
96
Wealthminder
score

Michael Berry (CRD# 5414312) is an Investment Advisor Representative working at Net Worth Advisory Group, LLC in Sandy, UT and has over 10 years of experience in the finance industry. Michael Berry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Raymond E. Levitre
CRD#: 2047629
9980 S. 300 W., Suite 110, Sandy, UT 84070
96
Wealthminder
score

Raymond Levitre (CRD# 2047629) is an Investment Advisor Representative working at Net Worth Advisory Group, LLC in Sandy, UT and has over 27 years of experience in the finance industry. Raymond Levitre has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Gregory M. Simmons
CRD#: 6018110
9980 So. 300 W., Suite 110, Sandy, UT 84070
96
Wealthminder
score

Gregory Simmons (CRD# 6018110) is an Investment Advisor Representative working at Net Worth Advisory Group, LLC in Sandy, UT and has over 6 years of experience in the finance industry. Gregory Simmons has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
R C. Smith
CRD#: 5971956
9980 So. 300 W., Suite 110, Sandy, UT 84070
96
Wealthminder
score

R Smith (CRD# 5971956) is an Investment Advisor Representative working at Net Worth Advisory Group, LLC in Sandy, UT and has over 6 years of experience in the finance industry. R Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
David W. Swapp
CRD#: 4888140
9980 So. 300 W., Suite 110, Sandy, UT 84070
96
Wealthminder
score

David Swapp (CRD# 4888140) is an Investment Advisor Representative working at Net Worth Advisory Group, LLC in Sandy, UT and has over 13 years of experience in the finance industry. David Swapp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Merrit Arnell
CRD#: 6317737
9980 So. 300 W., Suite 110, Sandy, UT 84070
90
Wealthminder
score

Merrit Arnell (CRD# 6317737) is an Investment Advisor Representative working at Net Worth Advisory Group, LLC in Sandy, UT and has over 3 years of experience in the finance industry.

7
Kristina N. Donahoo
CRD#: 6735281
9980 So. 300 W., Suite 110, Sandy, UT 84070
88
Wealthminder
score

Kristina Donahoo (CRD# 6735281) is an Investment Advisor Representative working at Net Worth Advisory Group, LLC in Sandy, UT and has 1 year of experience in the finance industry.

8
Garrett W. Bybee
CRD#: 6781698
9980 So. 300 W., Suite 110, Sandy, UT 84070
87
Wealthminder
score

Garrett Bybee (CRD# 6781698) is an Investment Advisor Representative working at Net Worth Advisory Group, LLC in Sandy, UT and has 1 year of experience in the finance industry.

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