Gregory Simmons
Net Worth Advisory Group · Sandy, Utah
Gregory Simmons is a fee-only financial advisor at Net Worth Advisory Group in Sandy, Utah, who holds the CFP credential. Net Worth Advisory Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Net Worth Advisory Group |
|---|---|
| Based in | Sandy, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $838.4M across 3,255 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in UT · CRD 6018110 |
| Exams passed | Series 65 (2012) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.networthadvice.com |
How Gregory's firm compares
- Net Worth Advisory Group's average account is about $258,000, from its Form ADV (assets managed divided by 3,255 accounts).
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Questions about Gregory
Is Gregory Simmons a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Net Worth Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregory charge for financial advice?
Gregory's firm, Net Worth Advisory Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gregory Simmons based?
Gregory Simmons is based in Sandy, Utah.
What credentials does Gregory Simmons hold?
Gregory Simmons holds the CFP credential.
Is Gregory Simmons registered with the SEC?
Yes. Gregory Simmons is registered as an investment adviser representative in UT (CRD 6018110), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Net Worth Advisory Group manage?
Net Worth Advisory Group reports $838.4M across 3,255 accounts in assets under management.
How do I contact Gregory Simmons?
Through Gregory's website, www.networthadvice.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
- 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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