Networth Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
NetWorth Financial Services is a wealth management firm that provides comprehensive financial planning, consulting, and portfolio management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and other entities. The firm offers both discretionary and non‑discretionary investment management alongside standalone and modular financial planning and consultation services.
The firm’s investment approach emphasizes fundamental analysis, strategic asset allocation, and diversification, typically using value equities, exchange‑traded funds, mutual funds, and fixed‑income securities for long‑term growth and income. Accounts are reviewed at least annually (with more frequent reviews triggered by life or market events), financial planning is generally integrated with portfolio management, and the firm discloses use of AI‑based tools in its processes along with the associated operational and cybersecurity risks.
Notably, a firm principal owns and operates an accounting/tax preparation business and the firm provides tax preparation services to clients, an affiliation that is disclosed as a potential conflict of interest and is uncommon among peers. The firm’s investment advisor representatives are also licensed insurance agents who may earn commissions (including on fixed annuities) and may devote a substantial portion of their workweek to insurance sales; these dual roles and the related conflicts are disclosed and managed in the firm’s policies.
Client services
Expertise
Fee options
$0 - $249,999: 1.50% $250,000 - $499,999: 1.40% $500,000 - $749,999: 1.25% $750,000 - $999,999: 1.10% $1,000,000 - $1,999,999: 0.95% $2,000,000 - $2,999,999: 0.85% $3,000,000 - $3,999,999: 0.75% $4,000,000 - $4,999,999: 0.70% $5,000,000 - $5,999,999: 0.65% $6,000,000 - $6,999,999: 0.60% $7,000,000+: Negotiable
Account minimum: $100,000 Fee-only: Financial planning standalone fees range from $2,500 to $15,000 depending on time and complexity; quarterly planning fees also available.
Main office
11255 Parsons Road, Suite 200
Johns Creek GA 30097
Advisors at this office
2
Most active in
Georgia · Texas
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.
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.
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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
Robert O
CFP®, Series 63, Series 65
Johns Creek, GA
Networth Financial Services, LLC
Robert Ostapower is a CFP® professional with 23 years of industry experience. He is currently with NetWorth Financial Services, LLC, where he has worked since 2016. His prior experience includes roles at LPL Financial, Questar Asset Management, Kestra Investment Services, and 1717 Capital Management Company. In addition to his advisory work, Ostapower operates an accounting and tax preparation business. NetWorth Financial Services is a wealth management firm serving individuals, pension and profit-sharing plans, charitable organizations, and other entities. The firm integrates financial planning with portfolio management and uses fundamental analysis, strategic asset allocation, and diversification for long-term growth and income.
Reagan C
Series 63, Series 65
Johns Creek, GA
Networth Financial Services, LLC
Reagan Curl is a financial advisor with NetWorth Financial Services, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior work includes roles at LPL Financial and Berkeley Advisors. In addition to advisory services, he operates a tax preparation and accounting business associated with the firm. NetWorth Financial Services is a wealth management firm serving individuals, pension and profit-sharing plans, charitable organizations, and other entities. The firm provides comprehensive financial planning and portfolio management, employing fundamental analysis and strategic asset allocation with a focus on value equities, ETFs, mutual funds, and fixed-income securities.
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