Net Worth Advisory Group, LLC

Merrit Arnell is a financial advisor at Net Worth Advisory Group, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Net Worth Advisory Group since 2011. Net Worth Advisory Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities by offering financial planning, investment supervisory services, and referrals to third-party asset managers. The firm employs a process that starts with an in-depth financial profile and written plan, providing semi-annual account reviews and detailed performance reporting.

Gregory Simmons is a CFP® and Series 65-licensed financial advisor with 14 years of industry experience. He has been with Net Worth Advisory Group, LLC since 2009. Net Worth Advisory Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm offers financial planning, investment supervisory services, and referrals to third-party asset managers, employing a process that begins with a detailed financial profile and a written plan to guide asset allocation based on client-specific risk tolerance and objectives.

Andrew Fonda is affiliated with Net Worth Advisory Group, LLC and holds a Series 65 designation. He has professional experience from roles at Phillips 66 and is the sole owner of Fonda Franchises Inc., a holding company invested as a silent partner in two food franchise businesses. Net Worth Advisory Group provides financial planning and portfolio management services to individuals, trusts, estates, ERISA plans, and business entities. The firm emphasizes structured periodic reporting and back-tested model allocations as part of its client review process and offers services on a fee-only basis.

Raymond Levitre is a CFP® professional with 23 years of experience, currently serving at Net Worth Advisory Group, LLC since 2003. He is the author of the book "20 Retirement Decisions You Need to Make Right Now," available through various online bookstores. Net Worth Advisory Group serves individuals, retirement plans, trusts, estates, and business entities, providing financial planning, investment supervisory services, and referrals to third-party asset managers. The firm employs a process centered on detailed financial profiling and written plans to guide asset allocation strategies, with semi-annual account reviews and comprehensive performance reporting.

Ryan Porter is a CFP® professional at Net Worth Advisory Group, LLC with experience at Morgan Stanley and IndustryPro. He has held roles in financial services since 2019 and holds Series 65 and Series 66 licenses. Net Worth Advisory Group provides financial planning and portfolio management to individuals, trusts, estates, ERISA plans, and business entities. The firm emphasizes structured periodic reporting, back-tested model allocations, and offers comprehensive plans alongside supervisory investment management.

Amoree Farnsworth is a CFP® professional with six years of industry experience, currently serving as an advisor at Net Worth Advisory Group, LLC. Prior to joining Net Worth Advisory Group in 2020, she worked at Blue Barn Wealth & Financial Planning Office for three years. Net Worth Advisory Group provides financial planning and portfolio management services to individuals, including high-net-worth clients, trusts, estates, ERISA plans, and business entities. The firm emphasizes structured periodic reporting and back-tested model allocations as part of its review process, managing accounts on both discretionary and non-discretionary bases.

Cade Pack is a Series 65-licensed advisor with Net Worth Advisory Group, LLC, where he has worked for two years. He previously held roles at Lincoln Financial Advisors and Ameriprise, and has experience in construction and education. Cade also served with the Church of Jesus Christ of Latter Day Saints from 2019 to 2021. Net Worth Advisory Group provides financial planning and portfolio management services to individuals, trusts, estates, ERISA plans, and business entities. The firm emphasizes structured periodic reporting and uses asset allocation strategies implemented across a range of investment vehicles, managing accounts on both discretionary and non-discretionary bases.

Kristina Donahoo is a financial advisor at Net Worth Advisory Group, LLC with nine years of industry experience. She holds a Series 65 designation and has been with Net Worth Advisory Group since 2015. Net Worth Advisory Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities by offering financial planning, investment supervisory services, and referrals to third-party asset managers. The firm provides both discretionary and non-discretionary portfolio management across a range of investment vehicles and emphasizes a financial planning process that includes in-depth profiling, written plans, and semi-annual account reviews with detailed performance reporting.

Hunter Horrocks is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity Investments, he worked in various roles including positions at Canyon Home Care and Hospice and Utah Tech University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering services that include oversight of sub-advisers and advisory roles to multiple registered investment companies.

Hunter Swapp is a financial advisor at Net Worth Advisory Group, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience that includes roles in education and community organizations such as Wasatch High School Baseball and the Church of Jesus Christ of Latter-Day Saints. Net Worth Advisory Group provides financial planning and portfolio management services to individuals, trusts, estates, ERISA plans, and business entities. The firm emphasizes comprehensive financial plans, structured periodic reporting, and the use of back-tested model allocations in managing client portfolios.

Richard Smith is a CFP® and holds a Series 65 license with 15 years of industry experience. He has been with Net Worth Advisory Group, LLC since 2009. Net Worth Advisory Group provides financial planning and portfolio management services to individuals, trusts, estates, ERISA plans, and business entities. The firm emphasizes structured periodic reporting, back-tested model allocations, and offers client seminars as part of its comprehensive approach.

Michael Berry is a CFP® professional with 13 years of experience, currently serving at Net Worth Advisory Group, LLC since 2013. He holds Series 66 and Series 65 licenses. Net Worth Advisory Group provides financial planning and portfolio management services to individuals, trusts, estates, ERISA plans, and business entities. The firm emphasizes structured periodic reporting and back-tested model allocations, managing accounts on both discretionary and non-discretionary bases.

Neal Hansen is a CFP® professional with nine years of industry experience, currently affiliated with Net Worth Advisory Group, LLC. His prior experience includes a nine-year tenure at The Vanguard Group and two years at Utah Valley University. Neal holds the Series 66 designation. Net Worth Advisory Group offers financial planning and portfolio management services to individuals, trusts, estates, ERISA plans, and business entities. The firm emphasizes structured periodic reporting and back-tested model allocations, conducting semi-annual client reviews with detailed written materials.

David Swapp is a CFP® professional with 21 years of industry experience. He has been with Net Worth Advisory Group, LLC since 2005. The firm serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities, providing financial planning, investment supervisory services, and referrals to third-party asset managers. Net Worth Advisory Group employs a process centered on detailed financial profiles and written plans to guide asset allocation, offering semi-annual account reviews and comprehensive performance reporting.

Mc Kenna Jacobsen is a financial advisor at Net Worth Advisory Group, LLC with the Series 65 designation and six years of industry experience. She has been with Net Worth Advisory Group since 2014. Net Worth Advisory Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities by providing financial planning, investment supervisory services, and referrals to third-party asset managers. The firm offers both discretionary and non-discretionary portfolio management and prepares standalone financial plans, with a process centered on a detailed financial profile and written plan that guides asset allocation based on client risk tolerance, time horizon, and objectives.