Kristy Donahoo

Net Worth Advisory Group

Financial Advisor

Kristy Donahoo

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. - Kristy Donahoo

Fee-Only financial planner located in Sandy, UT, serving clients locally and across the country

Kristy Donahoo is a Sandy, UT fee-only financial planner. Net Worth Advisory Group provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kristy Donahoo is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Education & Designations

Certified Investment Advisor Representative, Series 65 Licensed

Member, Financial Planners Association (FPA)

Financial Planning and CFP courses, Utah Valley University

Bachelor of Arts, Business Administration and Marketing, California State University

Financial Management Philosophy

Kristy is passionate about empowering women to take control of their financial futures. Her more than 20 years in high technology, education and training give her the unique ability to connect with clients and help them achieve their goals. Her own life experience compels her to share how motivating it can be to have a solid financial plan.

Kristy joined Net Worth Advisory Group in 2015 as a Client Services Manager, charged with financial analysis and plan development. She also manages a proprietary investment strategy employing a stop loss technique. Kristy continues to work closely with Managing Director and Certified Financial Planner Ray LeVitre.

Much of her career was spent in Northern California/Silicon Valley high tech, where Kristy excelled in sales and management. When she relocated to Utah, she was personally recruited by the Governor to manage the state’s hosting program for the 2002 Olympics. She later worked in private education in a support role and as a teacher.

Kristy believes that everyone should actively plan for retirement. She knows how daunting that can seem. Her experience on the client side of the table drove her choice to work as a fee-only advisor. Kristy has no agenda other than to provide objective advice on cost-efficient investing. She strives to make financial planning an enjoyable, uncomplicated and stress-free experience.


Kristy and her husband live in Utah with their two youngest children.  They enjoy Utah for its people, the four seasons and proximity to their two adult children. She and her family enjoy snow sports during Utah winters and beach time in California and Hawaii during summers.

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      


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.


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.


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.


  • 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

Contact Kristy Donahoo

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Office Locations:

  • 9980 S 300 W
    Sandy, UT 84070

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