# Net Worth Advisory Group, LLC

> Net Worth Advisory Group, LLC is an SEC-registered investment advisory firm in Sandy, UT, registered since 2006, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 126983
- Filed as: NET WORTH ADVISORY GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sandy, UT
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/126983
- AdvisorCensus page: https://advisorcensus.com/firm/net-worth-advisory-group-llc-sandy-ut-126983

## Quick answers

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

**What does Net Worth Advisory Group, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 23, 2026 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Net Worth Advisory Group, LLC located?**
Net Worth Advisory Group, LLC's principal office is in Sandy, UT, according to its Form ADV.

**Is Net Worth Advisory Group, LLC registered with the SEC or a state?**
Net Worth Advisory Group, LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 126983.

**How much does Net Worth Advisory Group, LLC manage?**
Net Worth Advisory Group, LLC reports $838,368,975 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (57% discretionary).

**How have Net Worth Advisory Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Net Worth Advisory Group, LLC: Regulatory assets under management: $498,877,113 in the October 2021 data and $838,368,975 in the October 2026 data, up 68%. Total employees: 15 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Net Worth Advisory Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (594); high net worth individuals (268).

**Which custodians does Net Worth Advisory Group, LLC use?**
Net Worth Advisory Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC and Goldman Sachs Custody Solutions as custodians holding 10% or more of its separately managed account assets.

**Does Net Worth Advisory Group, 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/126983

**What changed in Net Worth Advisory Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 10 to 13. Regulatory assets under management went from $718,363,737 to $838,368,975 (+17%). Registered or notice-filed in OR.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)

> Fees for Net Worth Advisory Group are computed at an annualized percentage of assets under management. Most clients pay between 0.50% and 1.50% annually as outlined and agreed upon in the Investment Advisory Agreement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC
- Goldman Sachs Custody Solutions

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: $838,368,975
- Discretionary: $474,662,248
- Non-discretionary: $363,706,727

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 594 | $205,244,458 |
| High net worth individuals | 268 | $633,124,517 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2006 (20 years)
- Employees: 20 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, ID, IL, NV, OR, TX, UT, WA, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- networthadvice.com
- Facebook @NETWORTHADVICE
- LinkedIn @NET-WORTH-ADVISORY-GROUP
- X @NETWORTHPLANNER

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $498,877,113 | 15 | February 9, 2021 |
| October 2022 | $581,690,866 | 16 | March 14, 2022 |
| October 2023 | $524,432,617 | 16 | February 16, 2023 |
| October 2024 | $632,116,727 | 16 | March 12, 2024 |
| October 2025 | $718,363,737 | 18 | March 13, 2025 |
| October 2026 | $838,368,975 | 20 | March 23, 2026 |

Regulatory assets under management: $498,877,113 in the October 2021 data and $838,368,975 in the October 2026 data, up 68%.
Total employees: 15 in October 2021 and 20 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 10 to 13.
- Regulatory assets under management went from $718,363,737 to $838,368,975 (+17%).
- Registered or notice-filed in OR.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Net Worth Advisory Group, LLC (CRD 126983): Form ADV filing data as of October 2026.