BC
CFP

Boris Michael Castillo

22 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

4401 ATLANTIC AVE. Suite 200, Long Beach, CA, 90807

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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

Boris is an agent presenting life insurance, annuity, and long-term care options, dedicating about a quarter of his time to this. He also works full-time as an Investment Advisor for The Ameriflex Group and full-time as Owner/Wealth Manager for Amenity Wealth, which is a marketing DBA for advisory and insurance services.

Employment History
Current Registrations
Nwf Advisory Services INC
May 2025 - Present · 8 mos
Osaic Wealth, INC. Broker
September 2023 - Present · 2 yrs 4 mos
Previous Registrations
The Ameriflex Group
August 2022 - July 2025 · 2 yrs 11 mos
Sagepoint Financial, INC.Broker
August 2022 - September 2023 · 1 yr 1 mo
Cuso Financial Services, L.P.
July 2019 - August 2022 · 3 yrs 1 mo
Cuso Financial Services, L.P. Broker
July 2019 - August 2022 · 3 yrs 1 mo
Kinecta Wealth ManagementBroker
August 2015 - July 2019 · 3 yrs 11 mos
LPL Financial LLC Broker
December 2014 - July 2019 · 4 yrs 7 mos
LPL Financial LLC
December 2014 - July 2019 · 4 yrs 7 mos
LPL Financial LLC Broker
December 2013 - July 2014 · 7 mos
LPL Financial LLC
December 2013 - July 2014 · 7 mos
New England Securities Corporation
July 2012 - September 2012 · 2 mos
New England SecuritiesBroker
October 2011 - September 2012 · 11 mos
Bancwest Investment Services, INC.
April 2009 - September 2009 · 5 mos
Bancwest Investment Services, INC.Broker
April 2009 - September 2009 · 5 mos
Unionbanc Investment Services, LLC Broker
May 2005 - March 2009 · 3 yrs 10 mos
Unionbanc Investment Services, LLC
April 2005 - March 2009 · 3 yrs 11 mos
Wells Fargo Investments, LLC
May 2002 - August 2004 · 2 yrs 3 mos
Wells Fargo Investments, LLCBroker
May 2002 - August 2004 · 2 yrs 3 mos
U.S. Bancorp Investments, INC. Broker
March 2002 - May 2002 · 2 mos
Wm Financial Services, INC.Broker
March 2001 - March 2002 · 1 yr
UBS Painewebber INC. Broker
February 2000 - March 2001 · 1 yr 1 mo
Wm Financial Services, INC.Broker
July 1999 - March 2000 · 8 mos
M.S. Farrell & Company, INC.Broker
May 1998 - May 1999 · 1 yr
State Registrations10 states
AZCAFLMAMSNVNYPAPRWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.