Greg Simmons
CFP®
Net Worth Advisory Group
Financial Advisor
Greg Simmons
CFP®
Net Worth Advisory Group
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Greg Simmons, CFP®
Fee-Only financial planner located in Sandy, UT, serving clients locally and across the country
Education and Designations
Certified Financial Planner™ (CFP)
Certified Financial Planning Certification Program, Boston University
Bachelor of Science, Finance, University of Utah
Financial Management Experience
Greg joined Net Worth Advisory Group in 2009 as a client service manager. In that role he gained valuable experience developing comprehensive financial plans, analyzing investment portfolios, and presenting retirement plans to clients. Prior to working with Net Worth Advisory Group, Greg worked as a sales representative before being promoted to manager for a home security company. Those experiences taught him to be aware of clients’ specific needs and concerns, skills which have proved invaluable as a financial planner.
Greg uses a comprehensive financial plan as a foundation to help outline clients’ retirement goals while providing peace of mind for the future. Through this process, he works tirelessly to help clients achieve their financial goals by managing their expectations, educating them about the market, and with efficient tax planning. This process is maintained and enhanced via semi-annual plan updates and investment performance reviews, all at a fee that is cost efficient for the client.
Greg believes the only way he can truly be accountable to his clients is through a fee-only platform, as opposed to working in a commission-based environment where conflicts of interest are inherent. This platform also provides him the opportunity to cultivate and develop life-long relationships with his clients. His services include: wealth management, investment management, company retirement plans, education planning, insurance evaluation, tax evaluation, retirement planning, pension and social security analysis, and estate planning.
Personal
Greg and his wife live in Eagle Mountain Utah with their two daughters. They enjoy vacationing in San Diego and playing golf.
We Create Value for Our Clients by
- Providing expert wealth management & professionally designed investment portfolios
- Developing and implementing custom financial plans
- Crafting personalized retirement income strategies
- Meeting frequently to update plans and review investment performance
- Relentlessly driving down your investment costs
- Certified Financial Advisors
TRANSPARENT FEE-ONLY PRICE
We charge a minimum of $750 for a comprehensive financial plan. For wealth management clients, we charge an all-inclusive fee for managing investment portfolios which covers the cost of investments, the advisor, transactions and ongoing financial planning services. Most clients pay between .5% and 1.5% depending on portfolio size. In a minority of cases an extra expense may apply for mutual funds and ETFs.
OBJECTIVE AND INDEPENDENT
As an independent advisor we are not beholden to one broker dealer or one set of proprietary funds. As a result, we can select from a variety of brokerages and investment alternatives that best fit our clients’ situation. As a fee-only firm we provide services that are not tainted by a hidden agenda to sell financial products paying large commissions. Since we don’t earn commission we can focus exclusively on helping our clients without any conflicts of interest.
FIDUCIARY DUTY TO YOU
As a fee-only firm, we are fiduciaries to our clients. This means our financial planners are legally required to act in your best interest at all times. You may be surprised to learn that this is a much higher standard than many other brokers and advisors are held to. Our fiduciary duty means that you can rely on us to make the best decisions for you.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Greg Simmons is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Greg Simmons is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Greg Simmons
Office Locations:
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9980 S 300 W
Sandy, UT 84070
