Net Worth Advisory Group
Net Worth Advisory Group is a fee-only fiduciary investment adviser and wealth management firm headquartered in Sandy, Utah, a suburb of Salt Lake City. Founded in 2003, the firm has a team of 16-18 professionals including CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioners. They provide comprehensive financial planning, retirement planning, and investment management services, primarily serving individual investors and high net worth individuals. The firm emphasizes transparent, client-centered advice and full alignment with clients' interests by avoiding commissions and operating on a fee-only basis.
Investment Strategy
Net Worth Advisory Group employs a fee-only, fiduciary-based investment approach that prioritizes alignment with client interests. Their strategy focuses on providing personalized, comprehensive financial planning and retirement planning, utilizing diversified portfolios with a mix of ETFs, mutual funds, and individual securities. They emphasize transparency, operate independently, and provide ongoing, year-round financial guidance without accepting commissions or kickbacks. Their investment selection process centers on controlling costs, risk management, and achieving long-term growth aligned with each client's financial goals.
Top Holdings
Equity Positions (399)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BNDX | VANGUARD CHARLOTTE FDS | 3.49% | $12.1M | 244,025 | $50.20 | $49.46 | -$1.5M |
T TIP | ISHARES TR | 3.38% | $11.7M | 105,010 | $110.47 | $111.22 | -$423.2K |
S SHY | ISHARES TR | 2.95% | $10.2M | 123,022 | $83.15 | $82.96 | -$240.0K |
I IEF | ISHARES TR | 2.92% | $10.1M | 104,635 | $98.01 | $96.46 | -$489.3K |
L LQD | ISHARES TR | 2.82% | $9.8M | 87,590 | $112.56 | $111.47 | -$1.6M |