# Networth Financial Services, LLC

> Networth Financial Services, LLC is an SEC-registered investment advisory firm in Johns Creek, GA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 126666
- Filed as: NETWORTH FINANCIAL SERVICES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Johns Creek, GA
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/126666
- AdvisorCensus page: https://advisorcensus.com/firm/networth-financial-services-llc-johns-creek-ga-126666

## Quick answers

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

**Where is Networth Financial Services, LLC located?**
Networth Financial Services, LLC's principal office is in Johns Creek, GA, according to its Form ADV.

**Is Networth Financial Services, LLC registered with the SEC or a state?**
Networth Financial Services, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 126666.

**How much does Networth Financial Services, LLC manage?**
Networth Financial Services, LLC reports $128,126,491 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**How have Networth Financial Services, LLC's assets and staff changed since 2025?**
In the Form ADV data for Networth Financial Services, LLC: Regulatory assets under management: $121,815,000 in the October 2025 data and $128,126,491 in the October 2026 data, up 5%. Total employees: 5 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Networth Financial Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (65); high net worth individuals (42).

**Which custodians does Networth Financial Services, LLC use?**
Networth Financial Services, 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 Networth Financial Services, 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/126666

**Does Networth Financial Services, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 9, 2026 says: "Our minimum investment size or value to establish an account is generally $100,000. Please note that the minimum may be waived based on the anticipation of additional funds to meet minimum accounts value within a reasonable period."

## 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 9, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> Our minimum investment size or value to establish an account is generally $100,000. Please note that the minimum may be waived based on the anticipation of additional funds to meet minimum accounts value within a reasonable period.

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

### 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: $128,126,491
- Discretionary: $128,126,491
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 65 | $37,156,567 |
| High net worth individuals | 42 | $90,969,924 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2025 (1 year)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- networthfs.com
- Facebook @NetworthFinancialServices
- LinkedIn @reagan-curl-61108216

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $121,815,000 | 5 | April 25, 2025 |
| October 2026 | $128,126,491 | 5 | March 9, 2026 |

Regulatory assets under management: $121,815,000 in the October 2025 data and $128,126,491 in the October 2026 data, up 5%.
Total employees: 5 in October 2025 and 5 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Networth Financial Services, LLC (CRD 126666): Form ADV filing data as of October 2026.