John Hetzel is a CFA, CFP, ChFC-designated registered investment advisor at Nfwm, based in Plano, TX, with 20 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 72 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NFWM charges a quarterly fee based on the amount of assets managed. The fee is calculated as follows:
- Any Amount: .10% + $1,250 per quarter for less than $500,000
- $2,500 per quarter for $500,000 to $3,000,000
- $3,750 per quarter for $3,000,000 to $5,000,000
- $5,000 per quarter for above $5,000,000
Fees can be waived, in whole or in part, for clients who are members of the family or friends. In certain other circumstances, fees and account minimums are negotiable and therefore, fees can vary from client to client.
Contact
John Hetzel
Location
8105 Rasor Blvd., Box #87, Plano, TX, 75024
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
John is an authorized agent and has Power of Attorney for Mountain Point, LLC, spending minimal time in this role. He is also a Managing Member & CCO of sK Advisor Network, LLC, an SEC registered IA, dedicating a few hours per week.
Employment History
Current Registrations
Nfwm
Pomona Wealth Management, LLC
Sk Advisor Network, LLC
Previous Registrations
Nfwm
Beaird Harris
Jwa Financial Group, INC.
Cadence Financial Advisors, LLC
Strategic Advisers, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
My story in finance started by accident when I took a chance with a company offering me the chance to help teachers plan for retirement. We did this by helping them set up their 403b plans through their local school districts. Both my parents were teachers, and I was not excited about the more traditional path for me within the engineering industry, so I went for it. I knew just enough more, at just that time, to have a positive impact on their life.