Net Worth Advisory Group, LLC

Financial planning in Sandy, UT

SEC registeredNo commissions reported

Call (801) 566-6639 Send a message Map ↗

Public-record details

Address: 75 W. Towne Ridge Parkway, Suite 460, Sandy, UT 84070
Phone: (801) 566-6639
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
CRD number: 126983
Registration: SEC registered since 2006-03-06
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers; Educational seminars/workshops
Regulatory assets under management: $838.4 million
Accounts managed: 3,255
Clients reported (Form ADV 5.D): 862
Individual / high-net-worth clients: 594 / 268
Employees: 20
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-23

SEC registered investment adviser, CRD 126983, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 126983 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Sandy

Evergreen Capital Management, INC.7832 S. Carmel Pointe Ln. · Sandy, UT 84093 · (801) 750-3359 · % of assets managedCRD 129764 · % of assets · $9.0 million AUMState registeredNo commissions reported Harvest Lane Investment Partners, LLC.9065 S 1300 E · Sandy, UT 84094 · (801) 340-0545 · Financial planningCRD 340042 · % of assets, Hourly chargesState registeredNo commissions reported New Millennium Group10050 South State Street · Sandy, UT 84070 · (801) 446-9950 · Financial planningCRD 299249 · % of assets, Hourly charges, Fixed fees · $257.0 million AUMSEC registeredNo commissions reported Olympus Peaks Financial, LLC9035 S 1300 E Ste 120 · Sandy, UT 84094 · (801) 566-3510 · Financial planningCRD 283040 · % of assets, Hourly charges · $141.4 million AUMSEC registeredNo commissions reported Rfk Capital Management9903 S. Pinehurst Drive · Sandy, UT 84092 · (801) 372-1446 · Financial planningCRD 295075 · Fixed fees, OtherState registeredNo commissions reported Terrion Advisors, INC.8307 S. 700 E. · Sandy, UT 84070 · (801) 562-8844 · Financial planningCRD 145254 · % of assets, Hourly charges, Fixed fees · $32.0 million AUMState registeredNo commissions reported

All 7 in Sandy →