Raymond Levitre
Net Worth Advisory Group · Sandy, Utah
Raymond Levitre 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 2047629 |
| Exams passed | Series 63 (1990) · Series 65 (1995) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.networthadvice.com |
How Raymond'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 Raymond
Is Raymond Levitre a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Raymond 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 Raymond charge for financial advice?
Raymond's firm, Net Worth Advisory Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Raymond Levitre based?
Raymond Levitre is based in Sandy, Utah.
What credentials does Raymond Levitre hold?
Raymond Levitre holds the CFP credential.
Is Raymond Levitre registered with the SEC?
Yes. Raymond Levitre is registered as an investment adviser representative in UT (CRD 2047629), 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 Raymond Levitre?
Through Raymond'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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