Advisor at Net Worth Advisors
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Firm
Net Worth Advisors
Location
Waterloo, IA 50702
Credentials
Series 63, Series 65
Industry experience
52 years
Thomas Barbatti is a financial advisor with Net Worth Advisors, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has been with Net Worth Advisors since 1995 and also has roles at LPL Financial and Advantage Investment Management. Net Worth Advisors is a two-advisor firm that provides investment consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on recommending third-party portfolio managers based on clients’ goals and risk tolerance rather than direct asset management.
Based on Net Worth Advisors
Based on Net Worth Advisors
$100,000 - $500,000: 1.75% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Commission-based compensation received by representatives for sales of securities and insurance products separate from advisory fees
No minimum charge set for hourly consultations
Account minimum: $100,000 Minimum fee: Minimum annual fee of $500
315 E San Marnan Dr.
Waterloo, IA 50702
Iowa
LPL Financial
2012 - Present (14 years)
Advantage Investment Management, Llc
2008 - Present (18 years)
Networth Advisors
1995 - Present (31 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
Waterloo, IA
Tuve Investment Management, Inc.
Series 63, Series 65
Waterloo, IA
Keystone Wealth Management
Series 63
Cedar Falls, IA
Fencl Advisory Services, LLC
Series 65
Waterloo, IA
Tuve Investment Management, Inc.
Series 63, Series 65, Series 66
Waterloo, IA
Net Worth Advisors
Series 63, Series 65
Cedar Falls, IA
Fencl Advisory Services, LLC
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