Kristina
Donahoo
Net Worth Advisory Group, LLC
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About this Advisor
Kristina Donahoo is a financial advisor based in Sandy, Utah, working with Net Worth Advisory Group, LLC. Kristina has previously held positions at Net Worth Advisory Group. Kristina has passed the Series 65 regulatory exam and is registered to provide services in Utah. Currently, Kristina is part of Net Worth Advisory Group, LLC, which operates out of Sandy, Utah. The firm has 16 employees and manages assets totaling $632.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Net Worth Advisory Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Net Worth Advisory Group, LLC Brokerage Details
$632,116,727
16
2,700
$234,117
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kristina Donahoo Work History
Net Worth Advisory Group
Not Applicable
Disclosures
Please visit the SEC profile of Kristina Donahoo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Net Worth Advisory Group, LLC
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
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