NFG Wealth Advisors was originally established to provide investment strategy and research
services to small and mid-size advisors lacking the in-house resources to adequately provide
active tactical investment solutions to their clients.
In 2018, the company rebranded and refocused its services to provide high quality wealth advisory, financial planning, and business advisory services to UHNW individuals and families as well as individuals aspiring to create and accumulate wealth.
Our core still lies within the investment management process as well as our ability to develop, manage, and plan strategies to the specific needs of our clients. Through our multi-faceted approach to wealth advisory and the use of robo-technology, we are able to implement customized portfolios for UHNW investors with complex financial situations, as well as individuals at the early stages of their wealth accumulation stage.
Combined with the accounting and tax services provided by the firm, we are able to provide our clients, both individuals and business owners, with a one-stop shop for financial services.
Our staff consists of CFA charterholders, Certified Public Accountants and other professionals that adhere to the fiduciary standard, whether as required by their respective oaths or personal philosophy.
|Firm Start Year:||2004|
|Name of Custodial Firm:||Folio Institutional|
|States Licensed in:||FL TN|
|Number of Years with Current Firm:||2|
|I work with the following types of clients:||Individual Investors , Businesses , Investment Clubs|
|Foreign Languages Serviced:||Spanish|
|Investment Types:||Insurance , Stocks , Alternative Investments , Exchange Traded Funds (ETFs) , Mortgages & Real Estate , Mutual Funds , Bonds , Commodities , Options & Futures , FOREX & Currency , Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At your office , Via email , Via phone , At my office , Video Conference , At your home|
Qualifications & Memberships
|Financial Organization Memberships:||Financial Planning Association (FPA) , CFA Society|
|Firm's Number of Clients:||250|
|Firm's Number of Planning Clients:||5|
|Firm's Number of Managed Clients:||5|
|Assets Managed by Firm:||$2,000,000|
|Assets Managed by Advisor:||$2,000,000|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||I am a fee-only financial professional|
|Minimum Portfolio Size for New Managed Accounts:||100000|
|Compensation Methods:||Subscriptions , Based on Assets , Hourly , Flat Fee|
|Fee % Based on Assets:||1|
|Additional Details on Charges:||For some services, clients have the option of choosing fee model.|
|Minimum Fee Charged for Managed Accounts:||$1500|
|Minimum Fee Charged for Hourly Planning Accounts:||$1500|
|MBA - Business Management||
University of Virginia - Charlottesville, VA
|Master of Science in Finance - Finance||
Florida International University - Miami, Florida
Arturo Neto, CFA is the Founder of NFG Wealth Advisors, an affiliate of Neto Financial Group. He was previously with EFG Capital from 2013 to December 2016 where he joined to co-lead the planning, development, and implementation of the Investment Strategy Group. He led the firms private placement due diligence efforts in addition to serving as a senior member of the team creating model portfolios, developing investment themes, managing tactical allocation strategies, monitoring portfolio management activities, conducting equity and mutual fund research, and preparing and delivering investment-related seminars and presentations. Prior to joining EFG, Arturo was an Investment Strategist at HSBC in a similar role.
During his 20 years of experience in financial services, he was also the Investment Officer for a Latin American multi-family office specializing in hedge fund and private equity investments and he has worked in a variety of roles within financial planning and analysis and strategic finance consulting. His career includes positions at Accenture, Gap Inc., American Express, and State Farm Insurance, as well as project work in a variety of other Fortune 500 companies. During his consulting and corporate finance tenures, Arturos primary focus was on practice management, process improvement, and financial analysis.
Arturo graduated from Florida International University with a Bachelors degree in Finance and a Master of Science in Finance degree and completed his Master of Business Administration degree from the Darden Graduate School of Business at the University of Virginia. He has been a Chartered Financial Analyst (CFA) since 2003.
Financial Planning for Individuals
Every individual is unique so their wealth creation, retirement, and estate plan should be customized to their specific circumstances. That's why we say we help Build Wealth at Your Own P.A.C.E. We focus first on Preserving what you already have, then we can drive Accumulating more wealth, which leads to Cash Flow, and finally, Enrichment. Let us help you find your own PACE!
Education Funding & Planning
We provide education funding and planning as part of our holistic financial planning service.
Investment Management & Advice
We manage customized and standardized portfolios in-house. We do not outsource any of the investment management responsibilities and use a truly open architecture.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|Santa Fe||Spring Hill|
|Thompsons Station||White Bluff|
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