Financial Network Wealth Advisors LLC

Financial Network Wealth Advisors LLC, also known as Plan 4 Wealth, is a registered investment adviser based in Murray, UT, established in April 2022. The firm offers discretionary and non-discretionary asset management services, including ERISA plan services. They act as a limited scope ERISA 3(21) fiduciary, providing investment advice to clients about asset classes and investment alternatives. The firm offers financial planning and consulting services, covering topics such as financial goals, cash flow analysis, retirement strategy, and tax reduction strategy. Clients have the option to impose restrictions on investing in certain securities. The firm charges asset management fees based on a tiered fee schedule, billed monthly in arrears. They do not accept performance-based fees or participate in side-by-side management. Clients do not need to meet a minimum dollar amount to open an account, but the firm reserves the right to terminate accounts below a certain size. Financial Network Wealth Advisors LLC does not vote proxies on behalf of clients and does not have custody of client funds or securities. The firm's Chief Compliance Officer is Darin Arnell.