NetAdvizor Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$31,350,028
Clients
133
Advisors
3
across 2 offices
About
NetAdvizor Wealth LLC provides ongoing portfolio management and financial planning services primarily to individual and high‑net‑worth clients, delivering both discretionary and non‑discretionary investment management alongside one‑time and ongoing financial plans. The firm documents client objectives and constraints in an Investment Policy Statement and may refer clients to third‑party advisers when appropriate.
The firm’s investment process combines fundamental analysis, modern portfolio theory and quantitative methods with a long‑term trading orientation, and it generally seeks discretionary authority to implement the Investment Policy Statement. Accounts are monitored regularly with at least annual reviews and reporting, and the firm states a policy of fair and equitable allocation of investment opportunities across client accounts.
What is noteworthy for a firm of this size is that some supervised persons engage in outside business activities that include selling insurance products and providing bookkeeping/accounting services to small businesses, which the brochure discloses can create conflicts of interest. The firm says it will disclose such relationships, review recommendations for objectivity, and may receive fee‑sharing when directing clients to third‑party advisers, practices it identifies and manages as potential conflicts.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.84% $2,000,001 - $3,000,000: 0.74% $3,000,001+: 0.65%
Account minimum: $250,000 Fee-only: Fixed fee for creating a one-time financial plan between $100 and $4,500; ongoing financial planning at $100 per month (negotiable)
Main office
See officeJenks OK
Advisors at this office
2
Offices (2)
Most active in
Oklahoma · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Timothy D
Series 63, Series 65
Virginia Beach, VA
NetAdvizor Wealth LLC
Timothy Davis is a financial advisor at NetAdvizor Wealth LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial, Ritter, Virok, Lambert & Associates, and Ameriprise Financial Services. Outside of advisory work, he is involved in a bookkeeping and accounting firm focused on small businesses, where he directs sales and marketing efforts. NetAdvizor Wealth LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods with a long-term trading focus, offering both discretionary and non-discretionary management.
Jordan F
CFP®, Series 65
Jenks, OK
NetAdvizor Wealth LLC
Jordan Fulton is a financial advisor at NetAdvizor Wealth LLC with 8 years of industry experience. He holds the CFP® designation and Series 65 license. In addition to his advisory role, he is President and Corporate Controller of McIntosh Corporation, a specialty contractor in Tulsa, OK. NetAdvizor Wealth LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients, using a combination of fundamental analysis, modern portfolio theory, and quantitative methods. The firm offers discretionary and non-discretionary investment management along with ongoing financial planning, and monitors client accounts regularly.
Seth D
Series 66
Jenks, OK
NetAdvizor Wealth LLC
Seth Deaver is a financial advisor at NetAdvizor Wealth LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Selective Wealth Management, Inc. and Raymond James Financial Services, Inc. NetAdvizor Wealth LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients, utilizing a combination of fundamental analysis, modern portfolio theory, and quantitative methods within a long-term trading framework. The firm offers both discretionary and non-discretionary investment management and documents client objectives in an Investment Policy Statement.
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