NWF Advisory Services Inc

Overview

NWF Advisory Services Inc. is an independent, privately owned registered investment adviser that has been registered with the SEC since 1998. The firm acts as a capital allocator for primarily individual and family clients, offering fee arrangements that include percentage-of-AUM billing as well as hourly and fixed fees. Its business footprint includes activities as a registered representative of a broker-dealer and as an insurance broker, and its advisory services span financial planning, portfolio management for individuals and small businesses as well as for institutions, pension consulting, selection of other advisers, and educational workshops. The firm does not position itself as an active ESG investor. Management appears to combine advisory and transactional capabilities through its broker-dealer affiliation and insurance brokerage activities, which can support integrated financial planning and insurance placement alongside discretionary and non-discretionary portfolio oversight.

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