The High Net Worth Advisory Group, LLC
Firm details
- Headquarters
- Naples, Florida
- CRD number
- 309997
- Registered since
- August 5, 2020
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI68.66%
- Individuals27.76%
- Corporations / Businesses3.57%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
The High Net Worth Advisory Group, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm is SEC-registered (registered in 2020) and serves both high-net-worth individuals/families and institutional clients. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Fee arrangements are flexible and include a percentage-of-AUM model as well as hourly and fixed-fee options. The firm does not position itself as a capital allocator; instead it sources third-party managers for alternative exposure. It is not identified as an ESG-focused investor. The firm maintains industry ties with accounting professionals, which may shape client work around tax-sensitive planning and coordination with outside accountants.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities37%
- Public Funds/Mutual Funds33%
- Non-Exchange Traded Equities16%
- Cash & Cash Equivalents8%
- State & Local Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 158Active vs passive
$338M in ETFs
67%
$226M
21%
$112M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $31.7M | 45,164 | 9.36% |
Location
Naples, FL
Collier
Location
Naples, FL
Headquartered in Naples, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- Collier
- Address
- 8880 Tamiami Trl N
- Time zone
- ET (UTC-5)
- Office locations
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