# The High Net Worth Advisory Group, LLC

> The High Net Worth Advisory Group, LLC is an SEC-registered investment advisory firm in Naples, FL, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated January 22, 2026.

- CRD: 309997
- Filed as: THE HIGH NET WORTH ADVISORY GROUP, LLC
- Also doing business as: ADVISORY GROUP, ULTRA HIGH NET WORTH ADVISORY GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Naples, FL
- Filing period: October 2026
- Form ADV filing dated: January 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309997
- AdvisorCensus page: https://advisorcensus.com/firm/the-high-net-worth-advisory-group-llc-naples-fl-309997

## Quick answers

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

**How much does The High Net Worth Advisory Group, LLC charge?**
Its Form ADV Part 2A brochure dated January 22, 2026 states: Hourly rate: $1,000 an hour (consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is The High Net Worth Advisory Group, LLC located?**
The High Net Worth Advisory Group, LLC's principal office is in Naples, FL, according to its Form ADV.

**Is The High Net Worth Advisory Group, LLC registered with the SEC or a state?**
The High Net Worth Advisory Group, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309997.

**How much does The High Net Worth Advisory Group, LLC manage?**
The High Net Worth Advisory Group, LLC reports $861,690,592 in regulatory assets under management in its Form ADV filing dated January 22, 2026 (95% discretionary).

**How have The High Net Worth Advisory Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for The High Net Worth Advisory Group, LLC: Regulatory assets under management: $403,354,241 in the October 2021 data and $861,690,592 in the October 2026 data, up 114%. Total employees: 5 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The High Net Worth Advisory Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (329); high net worth individuals (89); corporations or other businesses not listed above (8).

**Which custodians does The High Net Worth Advisory Group, LLC use?**
The High Net Worth Advisory Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does The High 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/309997

**What changed in The High Net Worth Advisory Group, LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $769,848,336 to $861,690,592 (+12%).

## 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

### Fees and minimums (Form ADV Part 2A brochure dated January 22, 2026)

- Hourly rate: $1,000 an hour (consulting services)

> Consulting services are offered for an hourly fee of up to $1,000 . Fees are negotiable depending on factors such as range of investments and complexity of the Client’s financial circumstances, among others.

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

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, 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: $861,690,592
- Discretionary: $821,610,957
- Non-discretionary: $40,079,635

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 329 | $239,243,167 |
| High net worth individuals | 89 | $591,669,711 |
| 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 |
| 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 | 8 | $30,777,714 |

### 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
- Pension consulting services
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 9 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, GA, IL, IN, LA, MA, MI, NC, NH, NJ, NY, OH, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [highnetworthadvisorygroup.com](https://highnetworthadvisorygroup.com)
- Facebook @highnetworthadvisory
- LinkedIn @highnetworthadvisory

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $403,354,241 | 5 | March 9, 2021 |
| October 2022 | $580,996,568 | 6 | September 12, 2022 |
| October 2023 | $579,043,332 | 7 | August 8, 2023 |
| October 2024 | $648,683,940 | 7 | January 25, 2024 |
| October 2025 | $769,848,336 | 8 | January 29, 2025 |
| October 2026 | $861,690,592 | 9 | January 22, 2026 |

Regulatory assets under management: $403,354,241 in the October 2021 data and $861,690,592 in the October 2026 data, up 114%.
Total employees: 5 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $769,848,336 to $861,690,592 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The High Net Worth Advisory Group, LLC (CRD 309997): Form ADV filing data as of October 2026.