{
  "crd_number": 318842,
  "slug": "financial-network-wealth-advisors-llc-murray-ut-318842",
  "primary_business_name": "FINANCIAL NETWORK WEALTH ADVISORS LLC",
  "legal_name": "FINANCIAL NETWORK WEALTH ADVISORS LLC",
  "dbas": [
    "PLAN 4 WEALTH LLC"
  ],
  "city": "Murray",
  "state": "UT",
  "country": "United States",
  "cbsa_code": "41620",
  "metro": {
    "cbsa_code": "41620",
    "common_name": "Salt Lake City",
    "msa_name": "Salt Lake City-Murray, UT",
    "path": "/advisors/ut/salt-lake-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-04-11",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 515414028.0,
  "raum_discretionary": 482209301.0,
  "raum_non_discretionary": 33204727.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 6,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 108600.0,
      "count": 5,
      "description": "HEALTH SAVINGS"
    },
    "charitable": {
      "raum": 731351.0,
      "count": 1
    },
    "individuals": {
      "raum": 194934835.0,
      "count": 1650
    },
    "pension_profit_sharing": {
      "raum": 33204727.0,
      "count": 42
    },
    "high_net_worth_individuals": {
      "raum": 265527058.0,
      "count": 114
    },
    "corporations_other_businesses": {
      "raum": 20907457.0,
      "count": 16
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "IL",
    "NV",
    "OR",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://facebook.com/people/Plan-4-Wealth/100064213295123",
    "https://linkedin.com/company/financial-network-wealth-advisors",
    "https://p4wealth.com",
    "https://twitter.com/PLAN4WEALTH2",
    "https://twitter.com/_PLAN4WEALTH_"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318842",
  "city_as_filed": "MURRAY",
  "url": "https://advisorcensus.com/firm/financial-network-wealth-advisors-llc-murray-ut-318842",
  "display_name": "Financial Network Wealth Advisors LLC",
  "summary": "Financial Network Wealth Advisors LLC is an SEC-registered investment advisory firm in Murray, UT, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Financial Network Wealth Advisors LLC (CRD 318842): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Financial Network Wealth Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Financial Network Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "Where is Financial Network Wealth Advisors LLC located?",
      "a": "Financial Network Wealth Advisors LLC's principal office is in Murray, UT, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Financial Network Wealth Advisors LLC registered with the SEC or a state?",
      "a": "Financial Network Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318842."
    },
    {
      "q": "How much does Financial Network Wealth Advisors LLC manage?",
      "a": "Financial Network Wealth Advisors LLC reports $515,414,028 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (94% discretionary)."
    },
    {
      "q": "How have Financial Network Wealth Advisors LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Financial Network Wealth Advisors LLC: Regulatory assets under management: $140,873,863 in the October 2022 data and $515,414,028 in the October 2026 data, up 266%. Total employees: 4 in October 2022 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Financial Network Wealth Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,650); high net worth individuals (114); pension and profit sharing plans (but not the plan participants or government pension plans) (42)."
    },
    {
      "q": "Which custodians does Financial Network Wealth Advisors LLC use?",
      "a": "Financial Network Wealth Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Financial Network Wealth Advisors LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318842"
    },
    {
      "q": "What changed in Financial Network Wealth Advisors LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $425,236,540 to $515,414,028 (+21%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 140873863.0,
      "total_employees": 4,
      "filing_date": "2022-09-19"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 276718073.0,
      "total_employees": 6,
      "filing_date": "2023-09-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 287098703.0,
      "total_employees": 6,
      "filing_date": "2024-04-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 425236540.0,
      "total_employees": 6,
      "filing_date": "2025-03-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 515414028.0,
      "total_employees": 6,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 6.",
        "Regulatory assets under management went from $425,236,540 to $515,414,028 (+21%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in ID."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/financial-network-wealth-advisors-llc-murray-ut-318842.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1650,
      "fewer_than_5": false,
      "raum": 194934835.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 114,
      "fewer_than_5": false,
      "raum": 265527058.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 42,
      "fewer_than_5": false,
      "raum": 33204727.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": false,
      "raum": 731351.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 16,
      "fewer_than_5": false,
      "raum": 20907457.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 5,
      "fewer_than_5": false,
      "raum": 108600.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318842",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}