NWF ADVISORY SERVICES INC

Overview

NWF Advisory Services Inc. is an independent registered investment adviser operating as a corporation and owned by an individual. The firm has been SEC-registered since 1998 and serves primarily individual and family clients through a mix of advisory and broker/insurance activity. Its advisory platform includes financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutional/business clients, pension consulting and selection of other advisers, plus educational seminars and workshops. The firm charges a combination of percentage-of-AUM fees along with hourly and fixed-fee arrangements, reflecting flexibility for both wealth management and planning engagements. NWF also operates as a registered representative of a broker-dealer and as an insurance broker, which supports access to annuity and insurance solutions alongside traditional advisory offerings. The firm is identified as a capital allocator, indicating active use of third-party managers and fund structures to place client capital. NWF does not present itself as an ESG-focused investor, and its service model supports both discretionary and non-discretionary mandates across a sizable retail client base.

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