BW
CFP

Brian Walter Willenborg

44 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
108 advisors
Number of Clients
6,671 clients
Average Client Portfolio
$573K average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$50K
Financial Plan Fee:$500 - $3,000
Hourly Rate:$150 - $1,000/hr

NWF Advisory Services offers several investment programs with negotiable quarterly fees based on the market value of assets. The maximum advisory fee schedule varies by program. They also offer financial planning services with fixed fees ranging from $500 to $3,000+ depending on the plan's complexity, or hourly fees from $150 to $1,000 per hour. Retirement plan consulting services are offered at a pre-determined rate, fixed fee, or percentage of plan assets, negotiated in advance. Additional fees and expenses may apply, such as mutual fund fees and transaction charges.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

1777 Borel Place #100, San Mateo, CA, 94402

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brian is involved in insurance sales, income tax preparation, and manages client investments through NWF Advisory Group. He dedicates minimal time to insurance sales and a few hours per week to tax preparation and investment management.

Employment History
Current Registrations
Nwf Advisory Services INC
February 2017 - Present · 8 yrs 11 mos
Osaic Wealth, INC. Broker
November 1989 - Present · 36 yrs 2 mos
Previous Registrations
Integrated Resources Equity CorporationBroker
June 1988 - November 1989 · 1 yr 5 mos
Southmark Financial Services, INC.Broker
March 1982 - June 1988 · 6 yrs 3 mos
Waddell & Reed, INC.Broker
August 1981 - April 1982 · 8 mos
State Registrations13 states
ARAZCACTDCIDNCNJNVNYORTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.