Net Worth Advisory Group

  • Financial Services
  • Sandy UT
  • 24 employees
  • Financial Services
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Company Overview

Headquarters
9980 South 300 West Suite 110, Sandy UT
Website
networthadvice.com
Phone
(801) 797-2833
Employees
24
Founded it
2003
Industry
Financial Services
NAICS Code
NAICS Code 52393 Companies
NAICS Code 52 Companies
NAICS Code 5239 Companies
NAICS Code 523 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$15B

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Who is Net Worth Advisory Group

Net Worth Advisory Group, LLC is an independent, fee-only financial advisory firm located in Salt Lake City, Utah. The company employs 24 people and generates approximately $15 million in annual revenue. Net Worth Advisory Group specializes in helping individuals transition into retirement and ensuring retirees do not outlive their savings. They also work with younger business owners to develop retirement savings strategies. The firm provides customized financial plans and ongoing personalized asset management services to meet the unique needs of each client. As a NAPFA-registered fee-only advisory firm, Net Worth Advisory Group prioritizes objectivity and transparency. Unlike firms compensated through commissions, they are solely compensated by their clients, ensuring their recommendations always align with the client's best interests. Additionally, all advisors at Net Worth Advisory Group are either Certified Financial Planners® (CFP®) or CFP® candidates, demonstrating their commitment to upholding the highest ethical and educational standards. Clients can visit networthadvice.com or contact the firm directly for more information about their services.

Company Leadership

David Swapp

CEO at Net Worth Advisory Group

Kristy Donahoo

Financial Advisor/Partner & Owner with Ray LeVitre

LeAnn Veltri

Director of Client Services at Net Worth Advisory Group

Net Worth Advisory Group Industry Tags

Financial Planning
Wealth Management
Retirement Planning
Investment Management
Tax Planning
Estate Planning
Insurance Evaluation
Education Planning
Company Retirement Plans
B2C
Financial Services
Financial Advisory Services
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Net Worth Advisory Group Tech Stack

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FAQ

What is the location of Net Worth Advisory Group's headquarters?
The headquarters of Net Worth Advisory Group are situated at Sandy UT
What is Net Worth Advisory Group's phone number?
Net Worth Advisory Group's contact number is (801) 797-2833.
What is Net Worth Advisory Group's official website?
The official website of Net Worth Advisory Group can be found at networthadvice.com.
How many employees does Net Worth Advisory Group currently have?
Net Worth Advisory Group employs approximately 24+ people
Which industries is Net Worth Advisory Group primarily operating in?
Net Worth Advisory Group operates in the following industries: Finance, Credit
Who is the CEO at Net Worth Advisory Group of Net Worth Advisory Group?
Net Worth Advisory Group's CEO at Net Worth Advisory Group is David Swapp
What are Net Worth Advisory Group's industry tags?
Net Worth Advisory Group's industry tags include: Financial Planning, Wealth Management, Retirement Planning
When was Net Worth Advisory Group founded?
Net Worth Advisory Group was founded in 2003.

Employee Directory

Key Employees

Ray LeVitre

Founder, CFP, Fee-Only Planner, & Author of "Twenty Retirement Decisions You Need to Make Right Now"

Michael Berry

Fee Only Financial Advisor

Curtiss Smith

Partner, Chief Marketing Officer