# Net Worth Advisors

> Net Worth Advisors is a state-registered investment advisory firm in Waterloo, IA, registered since 2012, with no regulatory assets under management reported in its Form ADV filing dated March 3, 2026.

- CRD: 107596
- Filed as: NET WORTH ADVISORS
- Legal name: M Financial Network Inc
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Waterloo, IA
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/107596
- AdvisorCensus page: https://advisorcensus.com/firm/net-worth-advisors-waterloo-ia-107596

## Quick answers

**How is Net Worth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Net Worth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Net Worth Advisors located?**
Net Worth Advisors' principal office is in Waterloo, IA, according to its Form ADV.

**Is Net Worth Advisors registered with the SEC or a state?**
Net Worth Advisors is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 107596.

**Does Net Worth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/107596

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- networthadv.com
- LinkedIn @ROSS-BARBATTI:-96359834

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Net Worth Advisors (CRD 107596): Form ADV filing data as of October 2026.
