Net Worth Solutions LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Net Worth Solutions LLC provides discretionary investment management to individuals and a range of other client types, including trusts, estates, and retirement plan participants. The firm manages portfolios using mutual funds and ETFs and requires clients to custody assets at Charles Schwab and/or Altruist.
The firm emphasizes diversified, cost-conscious portfolios built from index-based and actively managed funds and ETFs, with asset allocation set to each client’s risk tolerance, time horizon and tax profile. Portfolios are monitored continuously, rebalanced when allocations drift, and tax considerations are explicitly incorporated into security selection and allocation decisions.
A distinctive feature is the proprietor’s complementary IRS-registered tax preparation and advisory business (eTaxPro LLC) and licensure as a life insurance agent, which the brochure identifies as an ongoing tax practice (about five hours per week) and very limited insurance activity (roughly five hours per year). The firm also notes the ability to monitor and advise on employer retirement accounts through Pontera, and that it occasionally offers other financial products in connection with client needs.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.90% $1,000,001+: 0.25%
Main office
Phoenix AZ
Advisors at this office
1
Most active in
Arizona
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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