Networth Asset Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
NetWorth provides fee-based investment advisory and consulting services to individuals, pension and profit-sharing plans, 401(k)s, corporations and trusts, managing client portfolios on a discretionary basis. The firm works with both individual and high‑net-worth clients and implements strategies using mutual funds, variable annuities and other investment vehicles.
NetWorth primarily uses model portfolio asset allocations tied to stated objectives (Preservation of Capital, Income, Income and Growth, Growth, and Aggressive Growth), monitors accounts at least quarterly, and conducts at least annual suitability reviews with clients. The brochure also highlights a recent, explicit disclosure about the potential impact of tariff policies on investments, signaling attention to policy-driven market and sector-specific risks in portfolio management.
Noteworthy aspects that distinguish NetWorth from many peers include operation of multiple branch offices, the firm principal’s dual roles as a registered representative of a broker‑dealer and a licensed insurance agent (which can result in commissions for insurance sales or transaction-based compensation), and contractual/platform arrangements that include referral or revenue-sharing relationships with other advisers and custodial platforms. The firm also provides client communications such as newsletters and periodic marketing events and maintains institutional platform relationships that provide digital onboarding and software integrations.
Client services
Expertise
Fee options
$50,000 - $250,000: 1.75% $250,001 - $750,000: 1.50% $750,001+: 1.15%
Transaction-based commissions may be paid to NetWorth when certain investments or securities are purchased. Also, insurance sales commissions are received if insurance products are purchased.
Account minimum: $50,000
Main office
See officeThe Villages FL
Advisors at this office
2
Most active in
Florida · Minnesota · Pennsylvania · Texas
Also doing business as
Networth Asset Management · Networth Asset Management, Inc · Networth Inc
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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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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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.
Quick links
Advisors at this firm
John S
Series 66
Lansdale, PA
Networth Asset Management, Inc.
John Shumski is a financial advisor with Networth Asset Management, Inc., holding a Series 66 designation and over 20 years of industry experience. He has worked at Networth Asset Management since 2012 and previously at Intercarolina Financial Services, Inc. and Transitional Broker LLC. Outside of advisory services, he is president of Wealth Planners Group, where he sells insurance products and provides consulting for debt and estate management. He also serves on the state board of the National Association of Insurance and Financial Advisors. Networth Asset Management offers fee-based investment advisory and consulting services to individuals, pension and profit-sharing plans, corporations, and trusts, managing portfolios on a discretionary basis. The firm serves both individual and high-net-worth clients, utilizing model portfolio asset allocations aligned with client objectives and regularly reviews accounts to adjust investment strategies accordingly.
Jonathan L
Series 66
The Villages, FL
Networth Asset Management, Inc.
Jonathan Leftwich is a financial advisor at NetWorth Asset Management, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Northwestern Mutual and ANNIMAC Home Mortgage. In addition to his advisory role, Jonathan is a licensed agent providing health insurance sales and service to individuals and small businesses. NetWorth Asset Management offers fee-based investment advisory and consulting services to individuals, pension and profit-sharing plans, corporations, and trusts. The firm manages portfolios on a discretionary basis using model portfolio asset allocations aligned with client objectives and conducts regular account monitoring and suitability reviews.
Roger H
CFP®, ChFC®, Series 63
The Villages, FL
Networth Asset Management, Inc.
Roger Hubley is a financial advisor with Networth Asset Management, Inc., holding the CFP® and ChFC® designations and over 54 years of industry experience. He has worked at Networth Asset Management since 1977 and previously at Intercarolina Financial Services, Inc. and Transitional Broker LLC. Outside of his advisory role, he serves as an officer of CarAmy, LLC, a real estate investment company. Networth Asset Management is a fee-based SEC-registered investment adviser providing discretionary portfolio management and consultation services to individuals, pension and profit-sharing plans, corporations, and trusts. The firm manages approximately $102.9 million in assets, employing model asset-allocation portfolios tailored to client investment objectives with ongoing advice and regular portfolio monitoring.
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