Advisor at NWF Advisory Services Inc
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Firm
NWF Advisory Services Inc
Location
Kingsburg, CA 93631
Credentials
CFP®, Series 63, Series 66
Industry experience
19 years
Luka Pavlina is a CFP®-certified financial advisor with 19 years of industry experience, currently affiliated with OSAIC and NWF Advisory Services Inc. He has worked at OSAIC since 2012 and at NWF Advisory since 2016. Outside of his advisory roles, he is a small owner of Amador Brewing Company. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm offers comprehensive advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.
Based on NWF Advisory Services Inc
Flat fees for financial plans range from $500 to $1,500 (BASIC), $1,500 to $3,000 (INTERMEDIATE), starting at $3,000 (ADVANCED); Retirement Plan Consulting fixed fees range from $5,000 to $100,000.
$50,000 - $99,999: n/a $100,000 - $249,999: 2.10% $250,000 - $499,999: 1.875% $500,000 - $749,999: 1.65% $750,000 - $1,249,999: 1.425% $1,250,000 - $1,999,999: 1.20% $2,000,000 - $4,999,999: 0.975% $5,000,000 - $24,999,999: 1.00% $25,000,000+: 0.775%
Advisory Representatives may receive commissions as Registered Representatives of Osaic for securities and insurance products sold, in addition to advisory fees.
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 for Advisor Managed Portfolios (both Wrap and Non-Wrap Accounts); $5,500 minimum for Model Portfolios Program and UMA Program (varies by Program Manager and Asset Allocation Model); no minimum for Financial Planning and Retirement Plan Consulting (minimums may be waived at sponsor's discretion) Fee-only: Financial planning fees: BASIC Plan $500-$1,500, INTERMEDIATE Plan $1,500-$3,000, ADVANCED Plan starting at $3,000; hourly fees $150-$1,000 per hour; Retirement Plan Consulting fees fixed $5,000-$100,000 or hourly $50-$300 per hour; fees negotiable.
1440 California St. Suite C
Kingsburg, CA 93631
California
NWF Advisory Services Inc.
2016 - Present (10 years)
OSAIC
2012 - Present (14 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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