Net Worth Advisory Group Email Formats

Financial Services • Sandy, Utah, United States • 11-20 Employees

Net Worth Advisory Group Email Formats

Net Worth Advisory Group uses 2 email formats. The most common is {first initial} (e.g., j@networthadvice.com), used 94.7% of the time.

Format	Example	Percentage
{first initial}	j@networthadvice.com	94.7%
{first name}	john@networthadvice.com	5.3%

Key Contacts at Net Worth Advisory Group

Ray Levitre

Founder, Cfp, Fee-Only Planner, & Author Of "Twenty Retirement Decisions You Need To Make Right Now

David Swapp

Ceo At Net Worth Advisory Group

Curtiss Smith

Partner, Chief Marketing Officer

Kristy Donahoo

Financial Advisor/Partner & Owner With Ray Levitre

Leann Veltri

Director Of Client Services At Net Worth Advisory Group

Company overview

Headquarters	9980 South 300 West, Suite 110, Sandy, Utah 84070, US
Phone number	+18015666639
Website	networthadvice.com
NAICS	52
SIC	628
Keywords	Tax Planning, Wealth Management, Education Planning, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Company Retirement Plans, Insurance Evaluation
Founded	2003
Employees	11-20
Socials

About Net Worth Advisory Group

Net Worth Advisory Group, LLC, is an independent, FEE-ONLY (no commissions), Certified Financial Planner® and investment advisory firm located in Salt Lake City, Utah. Our mission is to help clients achieve financial peace of mind through the implementation of customized financial plans and ongoing personalized asset management. We specialize in helping people transition from the workplace into retirement, and insuring that those who are already retired will not outlive their nest egg. Most of our clients are within three years of retiring or already retired. We also help younger business owners develop creative ways to save and meet their retirement goals. We ensure that all of our clients have a comprehensive financial plan, and we meet with each client every six months to update the financial plan and review investment performance. As a NAPFA-registered fee-only advisory firm, we provide recommendations that are not tainted by a hidden agenda to sell financial products paying large commissions. Unlike our competitors at brokerage firms, insurance companies, and banks, we are compensated solely by our clients, so we are financially motivated to provide objective advice that is always in our clients' best interests. Unfortunately, anyone can call himself or herself a financial planner. However, only a Certified Financial Planner® (CFP®) has met the education, examination, experience and ethical requirements mandated by the CFP® board. Of the estimated 800,000 financial advisors in the U.S. only 55,000 have earned the CFP® designation. All Net Worth advisors are either CFPs® or CFPs® in training.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Founder/Owner

Employees by Department

Net Worth Advisory Group has 17 employees across 5 departments.

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Number of employees

Funding Data

Net Worth Advisory Group has never raised funding before.

Net Worth Advisory Group Tech Stack

Discover the technologies and tools that power Net Worth Advisory Group's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Google Hosted Libraries

CDN

reCAPTCHA

Security

jQuery

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Google Tag Manager

Tag managers

GoDaddy

Hosting

HTTP/3

Miscellaneous

HSTS

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Miscellaneous

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core-js

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Webflow

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Frequently asked questions

Net Worth Advisory Group is located in Sandy, Utah, US.

You can reach Net Worth Advisory Group at +18015666639.

Net Worth Advisory Group was founded in 2003, making it 23 years old. The company has established itself as a significant player in its industry over this time.

Net Worth Advisory Group has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.