Brad Sorensen
The Norden Group · Provo, Utah
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.
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Specialties
Facts
| Firm | The Norden Group |
|---|---|
| Based in | Provo, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.97B across 4,220 accounts |
| SEC registration | Investment adviser representative in TX, UT · CRD 6839353 |
| Exams passed | Series 63 (2017) · Series 65 (2017) |
| Firm size | 30 employees |
| Disclosures | None reported |
| Website | www.thenordengroup.com |
How Brad's firm compares
- The Norden Group's average account is about $466,000, from its Form ADV (assets managed divided by 4,220 accounts).
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Questions about Brad
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- The Norden Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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