NWF Advisory Services Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$50⁠-⁠$300/hr

“Range: $50 - $300 per hour FINANCIAL PLANNING Financial planning services may be charged on an hourly or fixed fee arrangement based upon the fee schedules below and as agreed upon between you and our advisory representative.”

Flat or project fee

$500⁠-⁠$3,000

“Fixed or flat fees for a financial plan will range from $500 - $1,500 for the BASIC Plan, $1,500 - $3,000 for the INTERMEDIATE Plan and start at $3,000 for the ADVANCED Plan, depending on the nature and complexity of your circumstances.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How NWF Advisory Services Inc bills

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

• “You will pay a quarterly account fee, in advance, based upon the market value of the assets held in your account as of the last business day of the preceding calendar quarter.”
• “You will receive a full account fee refund in the event that you terminate your client agreement with us within five business days of signing.”
• “If you terminate after the first five days, the account fee will be credited back to you on a pro-rata basis for the unused portion of the quarter.”

How NWF Advisory Services Inc’s fees compare

• Its hourly rate of $50-$300 is below the California median of $300. 7% of the 932 other California planners that publish an hourly rate charge less.
• 3 of the 35 other planners in Los Angeles that publish an hourly rate charge less.
• Its flat or project fee of $500-$3,000 is below the California median of $5,000. 16% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 33 other planners in Los Angeles that publish a flat or project fee charge less.

About NWF Advisory Services Inc

• Firm size: 111 employees.
• Registered as an adviser: 1998 (28 years).

Firm details from Form ADV

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

2% a year

Clients

11,433

Employees

111

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$6,426,161,220

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

110410

Website

facebook.com/p/NWF-Advisory-Group-100064191631337 (opens in new tab)

Phone

(310) 475-5854

Can advise clients in 24 states: Alaska, Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Indiana, Kansas, Louisiana, Minnesota, Missouri, Nebraska, New Jersey, Nevada, New York, Oregon, Pennsylvania, Tennessee, Texas, Utah, Washington

Other planners in Los Angeles that publish fees

• Ades Investment Counsel, Inc.Los Angeles$300/hr, $300⁠-⁠$5,000
• Aqua Capital AdvisorsLos Angeles$5,000⁠-⁠$10,000
• Bates Wealth Management, LLCLos Angeles$250/hr
• Blackacre WealthLos Angeles$400/hr, $2,500⁠-⁠$25,000
• Blacklines FinancialLos Angeles$5,000/yr
• Brand New Day Wealth Planning, LLCLos Angeles$250/hr, $3,500⁠-⁠$6,500

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