Michael Berry
CFP®, MBA
Net Worth Advisory Group, LLC
Financial Advisor
Michael Berry
CFP®, MBA
Net Worth Advisory Group, LLC
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Michael Berry, CFP®, MBA
Fee-Only financial planner located in Sandy, UT, serving clients locally and across the country
Education and Designations
Certified Financial Planner™ (CFP)
Member, National Association of Personal Financial Advisors (NAPFA)
Certified Financial Planning Certification Program, Boston University
Master of Business Administration, Finance – Idaho State University
Bachelor of Science, Psychology – Brigham Young University
Financial Management Experience
In late 2013 Mike joined Net Worth Advisory Group, a fee-only investment advisory firm in Sandy, Utah, serving clients all over the nation. Being a fee-only financial planner provides Mike the freedom to deliver comprehensive, objective solutions in the areas of investments, retirement planning, tax, insurance, pension evaluation, social security analysis, and estate planning.
Over the course of his career in finance, operations, and management Mike has successfully worked with a variety of people. His clients know they can trust Mike and rely on him to create unique long term financial plans that fit each individual circumstance. He finds great satisfaction in providing solutions and ongoing asset management services which enhance his clients’ quality of life.
Personal
Mike and his wife Amy live in Stansbury Park, Utah with their five children. Both of them are actively involved in the community. They also enjoy hiking, skiing, camping and living in the great state of Utah. Mike, an Eagle Scout, is originally from California.
Michael Berry is a Member of the National Association of Personal Financial Advisors
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.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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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Michael Berry 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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Michael Berry 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 Michael Berry
Office Locations:
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9980 S 300 W
Suite 110
Sandy, UT 84070
