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
Jamestown, NY 14701
Credentials
Series 66
Industry experience
6 years
Noah Weinstein is a financial advisor with NWF Advisory Services Inc in Jamestown, NY, holding a Series 66 designation and six years of industry experience. His prior work includes roles at The Ameriflex Group, OSAIC Wealth, Cetera Advisors LLC, and First Allied Advisory Services. He serves on the Board of Directors for the Jamestown Community College Foundation. 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. The firm manages approximately $3.82 billion in assets and operates an open-architecture Wealth Management Platform that supports both strategic long-term investing and short-term 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.
1285 North Main St
Jamestown, NY 14701
New York
The Ameriflex Group
2023 - Present (3 years)
OSAIC Wealth
2023 - Present (3 years)
Cetera Advisors LLC
2022 - 2023 (1 year)
First Allied Advisory Services
2020 - Present (6 years)
FIRST Allied Securities, Inc
2020 - 2022 (2 years)
First Allied Advisory Services, INC.
2020 - 2020 (1 year)
First Allied Securities Inc
2018 - 2020 (2 years)
Chautauqua Reel Outdoors Guide and Tackle
2017 - 2018 (1 year)
UnEmployed
2015 - 2017 (2 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.
Series 63, Series 65
Jamestown, NY
Shift Fynancial
Series 66
Jamestown, NY
Primerica Advisors
Series 63
Lakewood, NY
Capital Analysts
Series 66
Jamestown, NY
Primerica Advisors
ChFC®, Series 63, Series 65
Jamestown, NY
NWF Advisory Services Inc
Series 63
Jamestown, NY
Equity Services, inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")