A complete list of active advisors currently associated with NFO Financial Advisory LLC
Warmer can help you find a great advisor at NFO Financial Advisory LLC or one who fits your needs even better.
NFO Financial Advisory LLC serves individual clients through a subscription membership model with no minimum asset requirement. Membership services include financial planning, budgeting, investment guidance, portfolio monitoring, insurance needs assessment, basic estate planning, and tax filing services, and the firm also offers consulting on an a la carte basis. NFO tailors recommendations to each member and emphasizes long-term investing using a combination of strategic and tactical asset allocation with periodic rebalancing, primarily recommending ETFs and mutual funds rather than individual stocks. The firm provides guidance and ongoing portfolio monitoring but does not manage member assets or take custody, leaving account execution and maintenance to the member’s chosen broker-dealer. NFO is distinctive among investment managers in that it relies on fixed monthly subscription fees billed directly to members instead of percentage-of-assets-under-management arrangements and explicitly bundles tax filing (basic and advanced) into its service tiers. It also publishes a quarterly market-commentary newsletter at no additional cost and states it receives no affiliate or third‑party compensation, which differentiates its revenue and service mix from many peers.
To learn more about the advisors currently working at NFO Financial Advisory LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Westmont, IL
| 5
|
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