Merrit
Arnell

Net Worth Advisory Group, LLC

CRD#6317737
Investment Advisor
in Sandy, UT

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About this Advisor

Merrit Arnell is a financial advisor operating in Sandy, Utah, with 9 years of relevant experience. Arnell is an employee of Net Worth Advisory Group, LLC. They have been an employee of Net Worth Advisory Group, Llc for their total career. Arnell holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Utah. Net Worth Advisory Group, LLC is a registered investment company operating out of Sandy, UT. It administers $524 million in assets between its 2,494 accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 2,494 accounts, 23% are held by high-net-worth investors who have greater than $1 million in investable assets. The business offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees largely are based on the financial services provided. However, fee types billed by Net Worth Advisory Group, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

75 W. Towne Ridge Parkway Suite 460
Sandy, UT 84070

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Net Worth Advisory Group, LLC Brokerage Details

Total Assets Under Management

$524,432,617

UT Average: $693,624,108
Total Number of Employees

16

UT Average: 12
Total Number of Accounts

2,494

UT Average: 1,115
Average Account Size

$210,278

UT Average: $622,084

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

Merrit Arnell Work History

Merrit has been registered as a financial advisor for 9 years.*

2011 - Present (13 years)

Net Worth Advisory Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Merrit Arnell 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

Neal Hansen
Sandy, UT
Merrit Arnell
Sandy, UT
Amoree Farnsworth
Sandy, UT
Kristina Donahoo
Sandy, UT
Gregory Simmons
Sandy, UT
Mckenna Jacobsen
Sandy, UT
Richard Smith
Sandy, UT
Michael Berry
Sandy, UT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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