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Advisor

Brian Acard

NWK Group · San Francisco, California

Brian Acard is a fee-only financial advisor at NWK Group in San Francisco, California. NWK Group reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only

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Facts

FirmNWK Group
Based in San Francisco, California
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$485.3M across 458 accounts
SEC registration Investment adviser representative in CA · CRD 2006239
Exams passedSeries 63 (1989)
Firm size6 employees
Disclosures None reported
Websitenwkgroup.com

How Brian's firm compares

  • NWK Group's average account is about $1.1 million, from its Form ADV (assets managed divided by 458 accounts).

What fee-only advisors charge in California

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Questions about Brian

Is Brian Acard a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and NWK Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Brian charge for financial advice?

Brian's firm, NWK Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Brian Acard based?

Brian Acard is based in San Francisco, California.

Is Brian Acard registered with the SEC?

Yes. Brian Acard is registered as an investment adviser representative in CA (CRD 2006239), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does NWK Group manage?

NWK Group reports $485.3M across 458 accounts in assets under management.

How do I contact Brian Acard?

Through Brian's website, nwkgroup.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in San Francisco

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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