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, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 79 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $3.0M | 0.93% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees consist of a 0.10% annual percentage fee plus a flat quarterly fee ($1,250 for under $500k; $2,500 for $500k-$3M; $3,750 for $3M-$5M; $5,000 for over $5M). Fees are negotiable for family and friends or in certain circumstances.
Fee Estimator
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.
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