Northwest Financial Advisors LLC

Northwest Financial Advisors, LLC, located in Herndon, VA, offers investment advisory services through programs sponsored by LPL Financial, LLC. The firm sponsors a wrap fee program where clients pay a single fee for advisory services and custodial transaction costs. NWFA discontinued the SWM II Wrap Program for new clients as of January 1, 2019. Clients can participate in the Strategic Wealth Management Program, tailored to individual needs with a minimum suggested initial account value of $25,000. The firm charges a maximum annual fee of 1.50%, billed quarterly based on account value. Clients may also incur additional fees from custodians and mutual funds. NWFA acts as a fiduciary for ERISA and retirement accounts, providing investment advice based on long-term goals and risk tolerance. The firm's investment strategy involves asset allocation with a focus on individual client needs. NWFA does not charge performance-based fees and does not impose a minimum account size, serving various client types including individuals, trusts, and corporations. The firm's employees may hold the same securities recommended to clients, with trades monitored to prevent conflicts of interest. NWFA may receive compensation from LPL Financial and affiliated entities, with disclosures provided to clients before transactions. The firm encourages clients to review all options before making investment decisions.