wiseradvisor

Arturo Neto
NFG Wealth Advisors / Neto Financial Group

Tel: (615) 436-2127
367 Riverside Drive
Suite 111
Franklin, TN 37064

Helping Clients Build Wealth at Their Own P.A.C.E.

NFG Wealth Advisors / Neto Financial Group | Financial Advisor in Franklin ,TN

About NFG Wealth Advisors / Neto Financial Group

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.


General Information

Firm Start Year:   2004
No.of Employees:   2-4
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


Services

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 Information

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


Compliance

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
Hourly Rate:   $300
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


Education

MBA - Business Management  University of Virginia - Charlottesville, VA
8/1999-5/2001

Master of Science in Finance - Finance  Florida International University - Miami, Florida
8/1996- 5/1998



Faqs

  • Do you have a customer satisfaction or refund policy? We do not have a refund policy as most of our fees are charged monthly for work performed. Customers can cancel anytime with a 30 day notice. However, our initial consultation is free and we outline our approach, how we work, and set expectations with each client BEFORE we start charging fees.
  • What are your qualifications? What is your education background? I have an MBA from the University of Virginia and also have two prestigious certifications for investment management, The Chartered Financial Analyst designation and the Certified Private Wealth Advisor.
  • What is your approach to financial planning? My approach to financial planning is to understand all aspects of a client's situation so that our strategy and recommendations are customized to the specific needs of each client.
  • What services do you offer? Financial Plans, Portfolio Management, Estate Planning, Insurance Policy Evaluation, Investment Research, Business Advisory.
  • How many clients do you currently manage? 250 accounting clients
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Arturo Neto

Arturo Neto

CFA, Certified Private Wealth Advisor

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.

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My Services

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.


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Antioch Arrington
Bon Aqua Brentwood
Burns Chapel Hill
College Grove Columbia
Eagleville Fairview
Franklin Kingston Springs
La Vergne Lyles
Nashville Nolensville
Pegram Rockvale
Santa Fe Spring Hill
Thompsons Station White Bluff
Williamsport

Compensation Arrangements

Check Bank Transfer

News & Events

Why Robo-Advisors Will Not Replace Human Financial
When: 02/28/2017
Details:Robo-advisors aren't for everyone. We will soon find out who they are really for. ...more


Neto Financial Group Opens Office in Nashville, Te
When: 07/10/2018
Details:Neto Financial Group Inc., an Accounting, Tax, and Wealth Advisory firm founded in Miami, Florida, has opened an office in Nashville, Tennessee. ...more


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