NET WORTH ADVISORS

Overview

Net Worth Advisors is a small, corporately organized advisory firm run by an individual owner that functions as a capital allocator and adviser. The firm focuses on fee-based advisory work and financial planning, and also offers pension consulting and selection-of-other-advisers services. Its fee schedule is flexible — disclosures indicate it can charge a percentage of assets under management, hourly fees, fixed fees and other fee arrangements. Net Worth Advisors is not an active ESG investor and is not registered as a multistate adviser. Investment activity centers on using external managers and third-party strategies: the firm identifies and allocates capital to outside advisers rather than running a large internal investment platform. That emphasis on manager selection is reflected in its explicit advisory activity of selecting other advisers and in its description as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices