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Nfwm

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Client assets under management

$181,586,719

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Clients

75

67% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

38

Low

Average account size

$2,421,156

About

NFWM is a fee‑based registered investment adviser managing roughly $312 million for about 75 clients, primarily individual and high‑net‑worth investors, with services also available to businesses and financial institutions. The firm provides discretionary and non‑discretionary portfolio management and integrated financial planning, generally implemented through diversified portfolios of mutual funds, ETFs and other public or private investments.

Investment management emphasizes broadly diversified, low‑cost index‑based and evidence‑based model portfolios, with target allocations mapped to client objectives and periodic rebalancing. Portfolios are implemented under a sub‑advisory agreement with sK Advisor Network, LLC and through third‑party custodial platforms and technology‑enabled services, including options for automated rebalancing and the Schwab Intelligent Portfolios platform.

Noteworthy distinctions include NFWM’s affiliation with sK Advisor Network—a related adviser collective intended to provide scale for portfolio management—and the firm’s role as sponsor of a wrap‑fee program (see Appendix 1), both of which are uncommon among similar supported firms. The wrap structure (under which NFWM pays transaction costs for wrap accounts) and the firm’s disclosed practice of weighing mutual fund share‑class choices for overall fee and tax considerations are trade‑offs clients should evaluate when comparing total costs and trading activity with non‑wrap arrangements.

Client services

Financial planning Portfolio management

Expertise

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Cash flow / budgeting

Fee options

Percentage

Any Amount+: .10% annually Less than $500,000 - $500,000: $1,250 per quarter (fixed fee) $500,000 - $3,000,000: $2,500 per quarter (fixed fee) $3,000,000 - $5,000,000: $3,750 per quarter (fixed fee) Above $5,000,000+: $5,000 per quarter (fixed fee)

Other

Account minimum: $500,000 Minimum fee: $1,250 to $5,000 per quarter depending on account size Fee-only: Fee-based investment advisory services, no commissions

Main office location

Nfwm

8105 Rasor Blvd., Box #87

Plano TX 75024, United States

Number of offices

1

Most active in

More info

Texas · Washington

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website (214) 379-3333

Advisors at this firm

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Kevin F

CFP®, CFA®, Series 65

Plano, TX

Nfwm

Kevin Floyd is a CFP®, CFA®, and Series 65 credentialed advisor with 10 years of industry experience. He currently works at Pomona Wealth Management, LLC and has previously held roles at Prime Wealth Management, HFG Trust, Northwest Farm Credit Service, and Petersen Hastings Investment Management. Floyd also serves as Director of Investments at HFG Trust LLC, where he is involved in investment research and portfolio management. Pomona Wealth Management provides fee-only investment advisory and financial planning services primarily to high-net-worth accredited individuals, business entities, and retirement plans. The firm employs tailored asset allocations using a mix of indexed, evidence-based, and socially responsible strategies, offering both discretionary and non-discretionary portfolio management alongside retirement plan consulting and ERISA fiduciary services.

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Cash flow / budgeting
user avatar

John H

CFP®, CFA®, ChFC®, Series 66

Plano, TX

Nfwm

John Hetzel is a CFP®, CFA®, and ChFC® with 20 years of industry experience. He is currently with Pomona Wealth Management, LLC in Plano, TX, and has previously worked at Beaird Harris Wealth Management, Inc. and sK Advisor Network, LLC. John is also a managing member and Chief Compliance Officer of sK Advisor Network, a collective of smaller RIAs focused on fee-only asset management and financial services. Pomona Wealth Management provides fee-only investment advisory and financial planning primarily to high-net-worth accredited individuals, business entities, and retirement plans. The firm offers tailored asset allocations using a mix of indexed, evidence-based, and socially responsible strategies, along with discretionary and non-discretionary portfolio management and ERISA fiduciary services.

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Cash flow / budgeting
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