A complete list of active advisors currently associated with Nofal Insurance and Wealth

Warmer can help you find a great advisor at Nofal Insurance and Wealth or one who fits your needs even better.

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.

To learn more about the advisors currently working at Nofal Insurance and Wealth, 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
Hani Nofal profile photo Hani Nofal
Brentwood, TN
0
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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