David Swapp is a CFP-designated registered investment advisor at Net Worth Advisory Group, LLC, based in Sandy, UT, with 21 years of industry experience. David 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
Location
75 West Towne Ridge Parkway, Suite 460, Sandy, UT, 84070
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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 →Employment History
Current Registrations
Net Worth Advisory Group, LLC
Previous Registrations
Linsco/private Ledger CORP.
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
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