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Amoree Farnsworth

Investment adviser representative at Net Worth Advisory Group, LLC
10 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

10 years in the industry.

  1. Net Worth Advisory Group, LLCJan 2020 to now
  2. Blue Barn Wealth & Financial Planning OfficeJan 2016 to Dec 2019

Designations

  • CFP® certification

Exams passed

No exams in this record.

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
7216021
Firm CRD
126983
Advisor's SEC record (opens in a new tab)
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