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Fee-Only Financial Planning by CFP® Professionals to

Build & Protect Your Wealth

Based in Utah | Serving all 50 states

Explore How We Can Help

Fiduciary Financial Advice

For a Future You’ll Feel Confident In

Net Worth Advisory Group is a team of fee-only CERTIFIED FINANCIAL PLANNER® (CFP®) professionals located in Sandy, Utah. We provide comprehensive financial planning, diligent retirement planning and ongoing investment management that keeps you on the path towards your lifelong security and goals. When partnering with us, you can expect a personalized experience in which we apply values of transparency and accountability to all that we do.

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Raising the Bar on What to Expect from Your Advisor

Net Worth Advisory Group’s Difference


What We Do

Our Fee-Only Model

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What Others Do

Typical Firm

Offer unbiased guidanceMake decisions rife with conflicts of interest
Serve in your best interest as a legal fiduciary 
Focus on their company’s best interest—not your’s
Develop strategies personalized to your life
Are in the business of selling financial products
Operate independently
Serve as a broker or sales agent
Provide straightforward, all-inclusive pricing
Work on commission: you pay every transaction
Remain fully transparentHave opaque processes and payment structures
Collaborate with your attorney, CPA & other professionals
Provide one dimensional solutions without effective collaboration
Offer year-round comprehensive financial planningOffer static strategies that are not regularly updated

Let Us Help

You deserve peace of mind that you’re on the right track—and in the hands of a team who deeply cares.

Does Our Client-Centered Approach Resonate With You?