Richard Smith has been Managing Member of Net Worth Advisory Group since September 2021, is a control person of the firm and directly owns between 10% and 25% of it. Richard Smith holds a Bachelor of Science in Business Management – Finance from Brigham Young University and a Certified Financial Planning Program from Boston University.
Net Worth Advisory Group, LLC is a Sandy, UT firm with $838M under management, 862 clients and 13 advisers in one office, as of its March 2026 filing.
Curtiss Smith is Chief Marketing Officer and Financial Advisor of Net Worth Advisory Group. He has been with the firm since 2009 and became an owner of the firm in 2021. Before joining he worked in sales management.
- – present · 15 yearsSandy, UT · Adviser representative · Firm CRD 126983
Professional designations
Listed by Net Worth Advisory Group
- CERTIFIED FINANCIAL PLANNER™ (CFP)
Investment adviser representative registrations
Richard Smith is registered as an investment adviser representative in Utah, since September 2011.
- UtahSince 1 September 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 August 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Richard Curtiss Smith
- CRD
- 5971956
- Firm
- Net Worth Advisory Group · CRD 126983
- Role
- Managing Member
- Office
- 75 W. TOWNE RIDGE PARKWAY, SUITE 460, Sandy, UT 84070
- Registration
- Investment adviser registration
- In the industry since
- August 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- networthadvice.com
Where does Richard Smith work?
Richard Smith has been Managing Member of Net Worth Advisory Group, LLC since September 2021, and is a control person of the firm.
Is Richard Smith a financial advisor?
Yes. Richard Smith has a current investment-adviser registration in Utah, through Net Worth Advisory Group since September 2011.
How many years of experience does Richard Smith have?
Richard Smith has 15 years in the financial industry, since August 2011, across 1 adviser firm.
What exams has Richard Smith passed?
Richard Smith passed the Series 65 in August 2011.
Where is Richard Smith based?
Richard Smith’s registered office is in Sandy, UT.
Is Richard Smith registered with FINRA?
No. Richard Smith has no current broker registration.
Is Richard Smith a CFP?
Net Worth Advisory Group lists Richard Smith with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP)”) on its website. CFP Board confirms certification status.
How can I verify Richard Smith’s record?
Search CRD 5971956 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Richard Smith’s full registration record.
