THE HIGH NET WORTH ADVISORY GROUP, LLC

8880 Tamiami Trail North
Naples, Florida 34108
Tel: 1-866-906-2325

About THE HIGH NET WORTH ADVISORY GROUP, LLC

THE HIGH NET WORTH ADVISORY GROUP, LLC, formally registered with the SEC as THE HIGH NET WORTH ADVISORY GROUP, LLC. The firm was established in 08/05/2020. They have over 1 offices throughout the country.

THE HIGH NET WORTH ADVISORY GROUP, LLC is a Naples, Florida based Financial Planning firm with nearly $769,848,336 assets under management, offering retirement planning & investment advisory services to 1119 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309997
SEC#	801-119234
Assets Managed by Firm	$769,848,336
No. of Clients	1119
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (GENERAL CONSULTING AND PORTFOLIO REVIEW AND ALLOCATION)

Firm Client Information

	No. of Clients	AUM
Firm Total	1119	$769,848,336
Individuals (other than high net worth individuals)	335	$237,887,124
High net worth individuals	130	$492,309,412
Charitable organizations	1	$200,000
Corporations or other businesses	9	$39,451,800

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