Advisor at NWF Advisory Services Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
NWF Advisory Services Inc
Location
Price, UT 84501
Credentials
Series 63, Series 65
Industry experience
32 years
Gary Meeks is a financial advisor with NWF Advisory Services Inc in Price, Utah, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at firms including Cetera and Osaic and owns Meeks Financial, LLC, a financial services business he has operated since 2005. Meeks also serves as trustee of a family trust and is involved in maintaining a privately owned cabin through an LLC. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust and estate services, and managing approximately $3.82 billion in assets. The firm operates an open-architecture wealth management platform with advisor-managed and third-party model portfolios, focusing on strategic long-term investing alongside tactical strategies.
Based on NWF Advisory Services Inc
Financial planning fixed fees: $500-$1,500 (Basic Plan), $1,500-$3,000 (Intermediate), $3,000+ (Advanced); Retirement plan consulting fixed fees: $5,000 - $100,000 based on scope.
$50,000 - $99,999: n/a (Advisor Managed Portfolios Wrap Account) $100,000 - $249,999: 2.100% (Advisor Managed Portfolios Wrap Account) $250,000 - $499,999: 1.875% (Advisor Managed Portfolios Wrap Account) $500,000 - $749,999: 1.650% (Advisor Managed Portfolios Wrap Account) $750,000 - $1,249,999: 1.425% (Advisor Managed Portfolios Wrap Account) $1,250,000 - $1,999,999: 1.200% (Advisor Managed Portfolios Wrap Account) $2,000,000 - $4,999,999: 0.975% (Advisor Managed Portfolios Wrap Account) $5,000,000 - $24,999,999: 1.000% (Advisor Managed Portfolios Wrap Account) $25,000,000+: 0.775% (Advisor Managed Portfolios Wrap Account) $50,000 - $99,999: 2.050% (Advisor Managed Portfolios Non-Wrap Account) $100,000 - $249,999: 2.100% (Advisor Managed Portfolios Non-Wrap Account) $250,000 - $499,999: 1.875% (Advisor Managed Portfolios Non-Wrap Account) $500,000 - $749,999: 1.650% (Advisor Managed Portfolios Non-Wrap Account) $750,000 - $1,249,999: 1.425% (Advisor Managed Portfolios Non-Wrap Account) $1,250,000 - $1,999,999: 1.200% (Advisor Managed Portfolios Non-Wrap Account) $2,000,000 - $4,999,999: 0.975% (Advisor Managed Portfolios Non-Wrap Account) $5,000,000 - $24,999,999: 1.000% (Advisor Managed Portfolios Non-Wrap Account) $25,000,000+: 0.775% (Advisor Managed Portfolios Non-Wrap Account) $100,000 - $249,999: 1.50% (Model Program Wrap Account) $250,000 - $499,999: 1.50% (Model Program Wrap Account) $500,000 - $999,999: 1.50% (Model Program Wrap Account) $1,000,000 - $1,999,999: 1.50% (Model Program Wrap Account) $2,000,000 - $4,999,999: 1.50% (Model Program Wrap Account) $5,000,000 - $9,999,999: 1.50% (Model Program Wrap Account) $10,000,000 - $24,999,999: 1.50% (Model Program Wrap Account) $25,000,000+: 1.00% (Model Program Wrap Account) $100,000 - $249,999: 1.50% (WMAP Wrap Account) $250,000 - $499,999: 1.50% (WMAP Wrap Account) $500,000 - $999,999: 1.50% (WMAP Wrap Account) $1,000,000 - $1,999,999: 1.50% (WMAP Wrap Account) $2,000,000 - $4,999,999: 1.50% (WMAP Wrap Account) $5,000,000 - $9,999,999: 1.50% (WMAP Wrap Account) $10,000,000 - $24,999,999: 1.50% (WMAP Wrap Account) $25,000,000+: 1.00% (WMAP Wrap Account) $0 - $249,999: 2.00% (Third Party Advisory Services maximum advisory fee) $250,000 - $499,999: 1.90% (Third Party Advisory Services maximum advisory fee) $500,000 - $999,999: 1.75% (Third Party Advisory Services maximum advisory fee) $1,000,000 - $1,999,999: 1.50% (Third Party Advisory Services maximum advisory fee) $2,000,000+: 1.25% (Third Party Advisory Services maximum advisory fee)
Advisory Representatives may receive commissions as Registered Representatives or insurance agents in connection with securities or insurance product sales.
Financial planning hourly fees range from $150 to $1,000 per hour; Retirement plan consulting hourly fees range from $50 to $300 per hour.
Account minimum: $50,000 Fee-only: Financial planning fixed fees range from $500 to $3,000+ depending on plan complexity; hourly fees range from $150 to $1,000 per hour.
163 East 100 North
Price, UT 84501
Utah
The Ameriflex Group
2024 - Present (2 years)
Osaic
2024 - Present (2 years)
Cetera
2023 - 2024 (1 year)
Cetera Advisor Networks LLC
2013 - 2024 (11 years)
Meeks Financial, Llc
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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