Raymond Evan Levitre

CFP

Net Worth Advisory Group, LLC

23 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation Planning

Net Worth Advisory Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

12 advisors

Number of Clients

796 clients

Average Client Portfolio

$902K average

Assets Under Management

$718.4M

Fee Structure

Minimum Investment:$100K

Minimum Annual Fee:$1,000

Contact

Raymond Evan Levitre

Location

75 West Towne Ridge Parkway, Suite 460, Sandy, UT, 84070

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Raymond is the author of a book titled "20 Retirement Decisions You Need to Make Right Now," which is available for sale at online bookstores.

Employment History

Current Registrations

Net Worth Advisory Group, LLC

June 2003 - Present · 22 yrs 8 mos

Previous Registrations

Esi Financial Advisors

October 2002 - May 2003 · 7 mos

The Insight Group, INC.

March 2002 - October 2002 · 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.