Net Worth Advisory Group, LLC

Net Worth Advisory Group, LLC is a Registered Investment Advisor based in Sandy, Utah, established in 2003. The firm specializes in providing financial planning and investment advisory services, with a focus on creating tailored investment strategies to meet clients' goals and objectives. The firm's principals, Ray E. LeVitre, David W. Swapp, Gregory M. Simmons, and R. Curtiss Smith, are all Certified Financial Planner (CFP) professionals with extensive experience in the financial services industry. Net Worth Advisory Group offers services such as Financial Planning, Investment Portfolio Advice, and referrals to third-party advisors' investment programs. The firm manages investment assets totaling $718,363,737 as of Dec. 31, 2024, on both discretionary and non-discretionary bases. Clients have the option to impose reasonable restrictions on the management of their accounts and can choose to invest in mutual funds, ETFs, individual equities, bonds, and annuities. Fees for advisory services are computed as an annualized percentage of assets under management, typically ranging between 0.50% and 1.50% annually. The firm may reduce or waive fees for related individuals or friends of the advisor. Net Worth Advisory Group does not charge performance-based fees and provides services to individuals, pension plans, trusts, estates, and business entities with a minimum account size of $100,000. The firm's investment strategies focus on asset allocation and long-term financial planning, with an emphasis on risk management and client communication.