Net Worth Advisory Group
Fee-Only financial planner located in Sandy, UT, serving clients locally and across the country
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
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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Kristy Donahoo is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Kristy Donahoo is a NAPFA-Registered Financial Advisor
The 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.
Contact Kristy Donahoo
9980 S 300 W
Sandy, UT 84070