Firm Information

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.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingEducation PlanningInsurance Planning
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Advisor Information

Office location

1753 Pinnacle Dr 3rd Fl, [V6-Rbo], Mclean, VA, 22102

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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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Employment History
Current Registrations
Northwest Financial Group LLCBroker
August 2025 - Present · 5 mos
Northwest Financial Advisors LLC
August 2025 - Present · 5 mos
LPL Financial LLC Broker
August 2025 - Present · 5 mos
Previous Registrations
Wells Fargo Advisors
June 2024 - August 2025 · 1 yr 2 mos
Wells Fargo Clearing Services, LLC Broker
June 2024 - August 2025 · 1 yr 2 mos
Charles Schwab & Co., INC.
January 2022 - May 2023 · 1 yr 4 mos
Charles Schwab & Co., INC. Broker
January 2022 - May 2023 · 1 yr 4 mos
TD Ameritrade Investment Management, LLC
September 2019 - May 2023 · 3 yrs 8 mos
TD Ameritrade, INC.
September 2019 - October 2022 · 3 yrs 1 mo
TD Ameritrade, INC.Broker
August 2019 - May 2023 · 3 yrs 9 mos
State Registrations37 states
AZCACOCTDCDEFLGAHIIAILINKSKYLAMAMDMEMIMOMSMTNCNHNJNMNYOHORPASCTNTXUTVAWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jiashuo Qin - Financial Advisor | AdvisorDiscover