Financial Network Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$460,461,893
Clients
1,764
Advisors
7
across 2 offices
About
Financial Network Wealth Advisors LLC (d/b/a Plan 4 Wealth) provides discretionary and non‑discretionary investment management, financial planning, and ERISA 3(21) retirement plan services to individuals, high‑net‑worth clients, and business/charitable entities. The firm reports just over $515 million in assets under management across a six‑advisor team and offers advice on equities, fixed income, mutual funds, ETFs and other common investment vehicles.
The firm’s investment process blends fundamental security analysis with Monte Carlo planning and efficient‑frontier portfolio construction to align asset allocation with client goals and risk tolerance, and accounts are reviewed at least quarterly. FNWA often implements strategies through a sub‑advisor (TownSquare Capital, LLC) and may hire, terminate, or further delegate advisors to manage portions of client portfolios while retaining the primary client relationship and oversight.
What is notable about FNWA compared with many peers is its rapid scale‑up to over $500 million AUM despite a recent (2022) formation, and its operating model that combines use of sub‑advisors and Schwab’s institutional custody platform with advisor affiliations as registered representatives (Cetera) and licensed insurance agents. The firm discloses these dual roles and the related potential for commission‑based recommendations, and it routinely recommends clients direct brokerage to Charles Schwab while disclosing the economic benefits it receives from that custodial relationship.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% annually $500,000.01 - $1,000,000: 0.90% annually $1,000,000.01 - $2,000,000: 0.80% annually $2,000,000.01 - $5,000,000: 0.70% annually $5,000,000.01+: 0.60% annually
Commission-based compensation for registered representatives' securities transactions and insurance products sales, separate from advisory fees
Hourly fee of $200 for financial planning and consulting services
Fee-only: Financial Planning and Consulting Services at $200 per hour
Main office
See office118 West Winchester Street, Suite 101
Murray UT 84107
Advisors at this office
6
Offices (2)
Most active in
Arizona · California · Colorado · Illinois · Nevada · Oregon · Texas · Utah · Virginia · Washington · Wisconsin
Also doing business as
Financial Network Wealth Advisors LLC · Plan 4 Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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