Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation Planning
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
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Contact
Richard Curtiss Smith
Location
75 W. Towne Ridge Parkway, Suite 460, Sandy, UT, 84070
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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.
Learn about disclosures →Employment History
Current Registrations
Net Worth Advisory Group, LLC
September 2011 - Present · 14 yrs 5 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.
Contact
Richard Curtiss Smith