Financial Advisors
Sandy, UT
Net Worth Advisory Group is a fee-only fiduciary financial advisory firm in Sandy, Utah, serving the Salt Lake City area. Founded by Ray E. LeVitre, CFP®, the team specializes in comprehensive financial planning, retirement planning, and ongoing investment management for clients seeking personalized, unbiased guidance. As fee-only advisors with no commissions or kickbacks, they align their interests directly with clients and collaborate with other professionals like attorneys and CPAs to build comprehensive wealth strategies.
Ideal for: Pre-retirees and retirees, high-net-worth individuals, business owners seeking comprehensive wealth planning, clients who value fiduciary accountability
Service area: Salt Lake City and surrounding areas, Utah
Fee-Only Model: Operates on a fee-only basis with no commissions or product sales, ensuring recommendations are unbiased and aligned with client interests rather than firm profits.
CFP® Certified Team: Led by founder and president Ray E. LeVitre, CFP®, with CERTIFIED FINANCIAL PLANNER® professionals providing credentialed expertise in financial planning and wealth management.
Collaborative Approach: Actively partners with clients' attorneys, CPAs, and other professionals to develop comprehensive, multi-dimensional financial strategies tailored to individual life circumstances.
Address: 75 W Towne Ridge Pkwy #460, Sandy, UT 84070
Phone: (801) 566-6639
Website: networthadvice.com
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