Nfi, LLC fees and pricing
Financial planner in Seven Fields, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 25, 2026, Nfi, LLC charges a flat or project fee of $200-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $200-$10,000
“These fees are negotiable, but generally range from $200 to $10,000 on a fixed fee basis, depending upon the level and scope the financial planning and/or the consulting services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Nfi, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The balance is due upon delivery of the financial plan or completion of the agreed upon services.”
- “If the client or NFI terminate agreement, NFI shall refund the balance (if any) of its unearned fees shall to the client and the balance (if any) of the NFI’s fees shall be charged to the client.”
- “Additionally, clients also receive from NFI a separate invoice itemizing the fee, including the formula used to calculate the fee, the time period covered by the fee and the amount of assets under management on which the fee was based.”
How Nfi, LLC’s fees compare
- Its flat or project fee of $200-$10,000 spans the Pennsylvania median of $3,650. 62% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
About Nfi, LLC
- Principal: Daniel F. Rea
- Firm size: 2 employees.
- Registered as an adviser: 2012 (14 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Minimum
- $150 minimum fee (stated in brochure)
- Clients
- 134
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $60,380,066
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 136742
- Phone
- (724) 776-3999
Can advise clients in 2 states: Florida, Pennsylvania
Other planners in Seven Fields that publish fees
- Wuenschell Financial Services LLCSeven Fields$250/hr
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
- A Better Way Financial, LLCAllentown$500-$2,399/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.