Michael K. Berry

NET WORTH ADVISORY GROUP

Sandy, UT 84070

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CRD#: 5414312

Professional summary

Michael K Berry, CFP® is a registered financial advisor currently at NET WORTH ADVISORY GROUP, LLC located in Sandy, Utah.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Michael has worked at 2 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

What are your service offerings?

Employee and Employer Plan Ben...

Tax Planning

Comprehensive Financial Planni...

Retirement Income Management

Investment Planning

Insurance Planning

Estate Planning

Retirement Planning

Do you have an area of expertise or specialization?

Entrepreneurs

Insurance Related Issues

Investment Advice with Ongoing...

Retirement Planning & Distribu...

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael K Berry's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

November 13, 2013 - Present

NET WORTH ADVISORY GROUP, LLC

Office #1: 75 W. Towne Ridge Parkway Suite 460, Sandy, UT 84070

RIA

CRD#: 126983

Sandy, UT

Past

November 14, 2007 - May 7, 2008

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SALT LAKE CITY, UT

Past

October 25, 2007 - May 7, 2008

UBS FINANCIAL SERVICES INC.

CRD#: 8174

SALT LAKE CITY, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NET WORTH ADVISORY GROUP, LLC

NET WORTH ADVISORY GROUP, LLC | NETWORTH ADVISORY GROUP, LLC

CRD#: 126983 / SEC#: 801-65548

RIA

Registered Investment Advisory firm - (3/6/2006 Approved)

Utah

Registered Investment Advisory firm - (1/28/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(11/13/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/25/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/13/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/23/2007

General Securities Representative Examination

Current Firm

NET WORTH ADVISORY GROUP, LLC

NET WORTH ADVISORY GROUP, LLC | NETWORTH ADVISORY GROUP, LLC

CRD#: 126983 / SEC#: 801-65548

RIA

Registered Investment Advisory firm - (3/6/2006 Approved)

Utah

Registered Investment Advisory firm - (1/28/2014 Terminated)

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Contact information

Main Address

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

Mailing Address

Phone number

(801) 566-6639

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NET WORTH ADVISORY GROUP PART II (3/13/2025)

Regulatory assets under management

Total Number of Accounts	2,970
AUM (Assets Under Management)	$ 718,363,737

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Michael K. Berry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael K Berry's CRS (Customer Relationship Summary).

Certified licenses

Experience

NET WORTH ADVISORY GROUP, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

NET WORTH ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/25/2013

Series 66

Date: 11/13/2007

Series 7

Date: 10/23/2007

Current Firm

NET WORTH ADVISORY GROUP, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NET WORTH ADVISORY GROUP, LLC

TRUST BUT VERIFY

Contact information

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