Jozsef Nandor Szadvari Iii

Northwest Financial Advisors LLC

16 Years of Experience

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Firm Information

Northwest Financial Advisors LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

19 advisors

Number of Clients

2,583 clients

Average Client Portfolio

$745K average

Assets Under Management

$1.9B

Fee Structure

NWFA primarily charges fees based on a percentage of assets under management. The advisory fee is negotiable, with a maximum annual fee of 2.00%. Fees are charged quarterly in advance. Clients may also be subject to custodian fees, account maintenance fees, and transaction charges. Financial planning services are available for a fee based on the time required to prepare the plan, with an estimate provided beforehand.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingEducation PlanningInsurance Planning

Advisor Information

Office location

615 Branch Drive, Warrenton, VA, 20186

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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.