Firm
Net Worth Advisory Group, LLC
Sandy, Utah
Fee-only
Net Worth Advisory Group, LLC at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 15 advisors are listed here; 8 of 15 hold the CFP.
- Its Form ADV reports 20 employees and 862 individual clients, 268 of them high net worth.
- Its average account is about $258,000 (assets it manages divided by its 3,255 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Sandy, Utah |
|---|---|
| Website | networthadvice.com |
| [email protected] | |
| Phone | (801) 566-6639 |
Net Worth Advisory Group, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $750 |
|---|---|
| Asset-based fee | 0.5% to 1.5% a year |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"One-time fee of $750- $2,000, depending on the complexity of the plan" source
"Between .5% and 1.5% annually, depending on portfolio size and type of investments held" source
"Between .5% and 1.5% annually, depending on portfolio size and type of investments held" source
"One-time fee of $750- $2,000, depending on the complexity of the plan" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $838 million |
| Individual clients | 594 |
| High-net-worth clients | 268 |
| Accounts managed | 3,255 |
| Employees | 20 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-65548) |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 126983 |