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NFO Financial Advisory LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
NFO Financial Advisory LLC serves individual clients through a subscription membership model with no minimum asset requirement. Membership services include financial planning, budgeting, investment guidance, portfolio monitoring, insurance needs assessment, basic estate planning, and tax filing services, and the firm also offers consulting on an a la carte basis.
NFO tailors recommendations to each member and emphasizes long-term investing using a combination of strategic and tactical asset allocation with periodic rebalancing, primarily recommending ETFs and mutual funds rather than individual stocks. The firm provides guidance and ongoing portfolio monitoring but does not manage member assets or take custody, leaving account execution and maintenance to the member’s chosen broker-dealer.
NFO is distinctive among investment managers in that it relies on fixed monthly subscription fees billed directly to members instead of percentage-of-assets-under-management arrangements and explicitly bundles tax filing (basic and advanced) into its service tiers. It also publishes a quarterly market-commentary newsletter at no additional cost and states it receives no affiliate or third‑party compensation, which differentiates its revenue and service mix from many peers.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
General tax planning
Cash flow / budgeting
Fee options
$49, $69, or $99 per month depending on membership tier
Main office location
NFO Financial Advisory LLC
Westmont IL, United States
Number of offices
1
Most active in
NFO Financial Advisory LLC has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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