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The fee is billed in arrears, is negotiable and has a $1,000 annual minimum.","source":"NET WORTH ADVISORY GROUP PART II, filed 23 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Net Worth Advisory Group use?","answer":"Net Worth Advisory Group’s separately managed account assets are held at Folio Investments, Inc. (McLean, VA), with $475M and Fidelity Brokerage Services LLC (Smithfield, RI), with $260M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Net Worth Advisory Group have?","answer":"Net Worth Advisory Group has 13 investment adviser representatives registered with state securities authorities, out of 20 employees, and 13 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Net Worth Advisory Group invest in?","answer":"At the end of its last fiscal year, Net Worth Advisory Group’s separately managed accounts held 58% exchange-traded equities, 16% U.S. government and agency bonds, 16% investment grade corporate bonds, 7% cash and equivalents and 3% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Net Worth Advisory Group?","answer":"Net Worth Advisory Group’s direct owners are Raymond Levitre, David Swapp, Gregory Simmons and Richard Smith, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Net Worth Advisory Group get paid?","answer":"Net Worth Advisory Group is paid through a percentage of assets under management, hourly charges and fixed fees. 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`sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}