NFI, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
NFI provides financial planning, consulting, and investment management to individuals as well as pension and profit sharing plans, trusts, estates, charitable organizations, and business entities. Its advisory services cover retirement, education, estate and insurance planning and are governed by written agreements before engagement.
The firm manages client assets primarily on a discretionary basis and allocates among mutual funds, ETFs, individual equity and debt securities, and options, and may include securities held inside variable annuities and variable life contracts. NFI combines proprietary and third‑party research and employs fundamental, technical, and cyclical analysis while emphasizing diversification, quality investments, and a hands‑on, long‑term approach with at least quarterly account reviews.
A distinctive feature is that certain supervised persons are licensed insurance agents who, in their individual capacities, may recommend and sell insurance or annuity products on a disclosed commission basis through an unaffiliated broker, which the firm acknowledges as a conflict of interest. NFI also advises on and may manage “held‑away” assets maintained at insurance companies or other product providers, so some client assets may remain custodied outside the firm’s recommended custodians.
Client services
Expertise
Fee options
Fixed fee for financial planning and consulting services, generally $200 to $10,000
0.50% to 1.50% annually based on assets and service type
Minimum fee: $150 minimum annual fee Fee-only: Financial planning and consulting fixed fees ranging generally from $200 to $10,000, negotiable
Main office
200 Northpointe Circle, Suite 202
Seven Fields PA 16046
Advisors at this office
2
Most active in
Florida · Pennsylvania · Texas
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.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Debra R
Series 66
Seven Fields, PA
NFI, LLC
Debra Rea is a financial advisor with NFI, LLC, holding a Series 66 designation and 24 years of industry experience. She has been with NFI since 2005. NFI, LLC provides financial planning, consulting, and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages client assets primarily on a discretionary basis, employing a mix of proprietary and third-party research and various investment analyses, with an emphasis on diversification, quality investments, and long-term account review.
Daniel R
CFP®, Series 63, Series 65
Seven Fields, PA
NFI, LLC
Daniel Rea is a CFP® with 28 years of industry experience, currently serving as an advisor at Nfi, Llc since 2005. He holds Series 63 and Series 65 licenses and is also a licensed insurance agent, selling insurance policies on an as-needed basis. NFI provides financial planning, consulting, and investment management to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages portfolios using mutual funds, ETFs, individual equities, and fixed income, employing a blend of fundamental, technical, and cyclical analysis to construct diversified, long-term portfolios.
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