NFWM

8105 Rasor Blvd.
Box #87
Plano, Texas 75024
Tel: (214) 379-333

About NFWM

NFWM, formally registered with the SEC as NFWM. The firm was established in 11/24/2021. They have over 1 offices throughout the country.

NFWM is a Plano, Texas based Financial Planning firm with nearly $105,438,390 assets under management, offering retirement planning & investment advisory services to 176 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317406
SEC#	801-122753
Assets Managed by Firm	$105,438,390
No. of Clients	176
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	176	$105,438,390
Individuals (other than high net worth individuals)	14	$4,714,058
High net worth individuals	38	$100,724,332

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