# Financial Network Wealth Advisors LLC

> 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.

- CRD: 318842
- Filed as: FINANCIAL NETWORK WEALTH ADVISORS LLC
- Also doing business as: PLAN 4 WEALTH LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Murray, UT
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318842
- AdvisorCensus page: https://advisorcensus.com/firm/financial-network-wealth-advisors-llc-murray-ut-318842

## Quick answers

**How is Financial Network Wealth Advisors LLC compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Financial Network Wealth Advisors LLC located?**
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).

**Is Financial Network Wealth Advisors LLC registered with the SEC or a state?**
Financial Network Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318842.

**How much does Financial Network Wealth Advisors LLC manage?**
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).

**How have Financial Network Wealth Advisors LLC's assets and staff changed since 2022?**
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.

**What types of clients does Financial Network Wealth Advisors LLC serve?**
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).

**Which custodians does Financial Network Wealth Advisors LLC use?**
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.

**Does Financial Network Wealth Advisors LLC report any disciplinary disclosures?**
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

**What changed in Financial Network Wealth Advisors LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $515,414,028
- Discretionary: $482,209,301
- Non-discretionary: $33,204,727

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,650 | $194,934,835 |
| High net worth individuals | 114 | $265,527,058 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 42 | $33,204,727 |
| Charitable organizations | 1 | $731,351 |
| Corporations or other businesses not listed above | 16 | $20,907,457 |
| Other | 5 | $108,600 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, IL, NV, OR, TX, UT, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Draper, UT
- Layton, UT

### Websites listed on Form ADV (Item 1.I)
- p4wealth.com
- Facebook @Plan-4-Wealth
- LinkedIn @financial-network-wealth-advisors
- X @PLAN4WEALTH2
- X @_PLAN4WEALTH_

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $140,873,863 | 4 | September 19, 2022 |
| October 2023 | $276,718,073 | 6 | September 22, 2023 |
| October 2024 | $287,098,703 | 6 | April 15, 2024 |
| October 2025 | $425,236,540 | 6 | March 20, 2025 |
| October 2026 | $515,414,028 | 6 | March 27, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $425,236,540 to $515,414,028 (+21%).

### January 2026
- No longer registered or notice-filed in ID.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Network Wealth Advisors LLC (CRD 318842): Form ADV filing data as of October 2026.