Net Worth Solutions LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$48,925,582
Total clients
59
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
59
Average account size
$829,247
About
Net Worth Solutions LLC provides discretionary investment management to individuals and a range of other client types, including trusts, estates, and retirement plan participants. The firm manages portfolios using mutual funds and ETFs and requires clients to custody assets at Charles Schwab and/or Altruist.
The firm emphasizes diversified, cost-conscious portfolios built from index-based and actively managed funds and ETFs, with asset allocation set to each client’s risk tolerance, time horizon and tax profile. Portfolios are monitored continuously, rebalanced when allocations drift, and tax considerations are explicitly incorporated into security selection and allocation decisions.
A distinctive feature is the proprietor’s complementary IRS-registered tax preparation and advisory business (eTaxPro LLC) and licensure as a life insurance agent, which the brochure identifies as an ongoing tax practice (about five hours per week) and very limited insurance activity (roughly five hours per year). The firm also notes the ability to monitor and advise on employer retirement accounts through Pontera, and that it occasionally offers other financial products in connection with client needs.
Client services
Portfolio management
Expertise
Passive / index investing
Active portfolio management
Tax-loss harvesting
Fee options
$0 - $1,000,000: 0.90% $1,000,001+: 0.25%
Main office location
Net Worth Solutions LLC
15331 W Bell Road, Suite 312
Surprise AZ 85374, United States
Number of offices
1
Most active in
Net Worth Solutions LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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