Raymond Levitre is a CFP-designated registered investment advisor at Net Worth Advisory Group, LLC, based in Sandy, UT, with 24 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 862 clients with $840M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Most clients pay between 0.50% and 1.50% annually based on portfolio size and investment strategy. Subject to a $1,000 minimum annual fee.
Fee Estimator
Contact
Raymond Levitre
Location
75 West Towne Ridge Parkway, Suite 460, Sandy, UT, 84070
Get directionsHistory
Regulatory History
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.
Learn about disclosures →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
Previous Registrations
Esi Financial Advisors
The Insight Group, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Ryan Porter, CFPNet Worth Advisory Group, LLC
- David Swapp, CFPNet Worth Advisory Group, LLC
- Amoree Farnsworth, CFPNet Worth Advisory Group, LLC
- Gregory Simmons, CFPNet Worth Advisory Group, LLC
- Michael Berry, CFPNet Worth Advisory Group, LLC
- Richard Smith, CFPNet Worth Advisory Group, LLC