# Nofal Insurance and Wealth

> Nofal Insurance and Wealth is a state-registered investment advisory firm in Brentwood, TN, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 4, 2026.

- CRD: 340662
- Filed as: NOFAL INSURANCE AND WEALTH
- Legal name: Nofal Financial Group LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Brentwood, TN
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/340662
- AdvisorCensus page: https://advisorcensus.com/firm/nofal-insurance-and-wealth-brentwood-tn-340662

## Quick answers

**How is Nofal Insurance and Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Nofal Insurance and Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Nofal Insurance and Wealth located?**
Nofal Insurance and Wealth's principal office is in Brentwood, TN, according to its Form ADV.

**Is Nofal Insurance and Wealth registered with the SEC or a state?**
Nofal Insurance and Wealth is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 340662.

**How much does Nofal Insurance and Wealth manage?**
Nofal Insurance and Wealth reports $0 in regulatory assets under management in its Form ADV filing dated September 4, 2026.

**Does Nofal Insurance and Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/340662

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- nofalinsuranceandwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nofal Insurance and Wealth (CRD 340662): Form ADV filing data as of October 2026.