Hunter Swapp

Net Worth Advisory Group, LLC

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 W. Towne Ridge Parkway, Suite 460, Sandy, UT, 84070

Get directions

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.

Employment History

Current Registrations

Net Worth Advisory Group, LLC

January 2025 - Present · 1 yr 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.