Nofal Insurance and Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Nofal Insurance and Wealth provides discretionary asset management, financial planning and consulting to individuals, high‑net‑worth individuals, trusts, estates, business entities and charitable organizations. Its planning offerings include packaged options that incorporate estate planning documents (revocable family trust, pour‑over will, durable powers of attorney) and an “All‑Inclusive” option that can include implementation services.
The firm implements investment programs on a discretionary basis, constructing portfolios using asset allocation and both fundamental and technical analysis, and conducts periodic account reviews with clients at least quarterly. Clients complete a profile documenting objectives and may impose written restrictions on investing; custodians provide account statements directly to clients.
Distinctive features include an affiliated insurance business that the firm discloses as a material relationship and a source of separate compensation, and an explicit option to place recommended products through that agency as part of implementation. The adviser is a recently formed, small independent firm that reported no assets under management at the stated calculation date and operates through multiple related entities rather than as a traditional solo practitioner.
Client services
Expertise
Demographic focus
Fee options
Life Foundations Plan: $1,000; Financial Plan: $2,000; All-Inclusive Plan: $3,000 with discounts based on assets under management ($0-$99,999: $3,000; $100,000-$199,999: $2,000; $200,000-$499,999: $1,000; $500,000 and above: $0); Complexity surcharge $300-$500 for unusual complexity
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
$400 per hour for financial consulting services
Main office
5123 Virginia Way, Ste A 13
Brentwood TN 37027
Advisors at this office
1
Most active in
Tennessee
Also doing business as
Nofal Financial Group LLC · Nofal Insurance And Wealth
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
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