NWF Advisory Services Inc

Overview

NWF Advisory Services Inc. is an independent, SEC-registered advisory firm organized as a corporation and owned by an individual. The firm serves primarily individual and family clients and performs both advisory and intermediary roles: it provides financial planning and portfolio management for individuals, small businesses and institutional clients, offers pension consulting and adviser selection services, and runs educational seminars. NWF also operates as a registered representative of a broker-dealer and as an insurance broker, which supports its distribution of insurance and annuity products alongside advisory services. Fee arrangements include percentage-of-AUM billing as well as hourly and flat fees. The firm reports that it acts as a capital allocator, and its public filings indicate a strong reliance on publicly managed funds (mutual funds and ETFs) as core building blocks rather than an ESG-focused mandate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices