Michael K Berry
Investment adviser representative at Net Worth Advisory Group, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$838.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Net Worth Advisory Group, LLCNov 2013 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (UT).
Net Worth Advisory Group, LLC
$838.4MAssets managed
862Clients
15Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5414312
- Firm CRD
- 126983