# Brad Sorensen

> Brad Sorensen is a fee-only financial advisor at The Norden Group in Provo, Utah. Brad focuses on tax planning and estate & legacy planning. The Norden Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brad-sorensen/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** The Norden Group
- **Based in:** Provo, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.97B across 4,220 accounts
- **Specialties:** Tax planning, Estate & legacy planning
- **CRD:** 6839353 (https://adviserinfo.sec.gov/individual/summary/6839353)
- **SEC registration:** Investment adviser representative in TX, UT
- **Exams passed:** Series 63 (2017), Series 65 (2017)
- **Firm size:** 30 employees
- **Disclosures:** None reported
- **Website:** https://www.thenordengroup.com/

## Frequently asked questions

### Is Brad Sorensen a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brad holds no broker registration, and The Norden Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brad charge for financial advice?

Brad's firm, The Norden Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Brad Sorensen based?

Brad Sorensen is based in Provo, Utah.

### What does Brad specialize in?

Brad's specialties include tax planning and estate & legacy planning.

### Is Brad Sorensen registered with the SEC?

Yes. Brad Sorensen is registered as an investment adviser representative in TX and UT (CRD 6839353), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The Norden Group manage?

The Norden Group reports $1.97B across 4,220 accounts in assets under management.

### How do I contact Brad Sorensen?

Through Brad's website, www.thenordengroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6839353): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.thenordengroup.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.