Nofal Insurance and Wealth fees and pricing

Financial planner in Brentwood, Tennessee. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 4, 2026, Nofal Insurance and Wealth charges $400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $400/hr; “Nofal charges an hourly fee of $400 for financial consulting services.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are billed quarterly in advance based on the value of assets managed as of the close of business on the last business day of the previous quarter.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
“The Client must consent in advance to direct debiting of their investment account.”

Its hourly rate of $400 is above the Tennessee median of $275. 81% of the 111 other Tennessee planners that publish an hourly rate charge less.
6 of the 7 other planners in Brentwood that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2026.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 340662
Website: nofalinsuranceandwealth.com (opens in new tab)
Phone: (629) 333-2233

Is something on this page wrong or out of date?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.