TrueAdvisor
TrueAdvisor
DS
CFP
DS
CFP

David William Swapp

Net Worth Advisory Group, LLC
20 Years of Experience
View SEC Summary
View SEC Summary
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

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.

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Employment History
Current Registrations
Net Worth Advisory Group, LLC
July 2005 - Present · 20 yrs 7 mos
Previous Registrations
Linsco/private Ledger CORP.
February 2005 - July 2005 · 5 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.