# Kevin Floyd

> Kevin Floyd is a fee-only financial advisor at Nfwm in Plano, Texas, who holds the CFP and CFA credentials. Nfwm reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kevin-floyd/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Nfwm
- **Based in:** Plano, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $311.9M across 662 accounts
- **Credentials:** CFP, CFA
- **CRD:** 5593632 (https://adviserinfo.sec.gov/individual/summary/5593632)
- **SEC registration:** Investment adviser representative in TX, WA
- **Exams passed:** Series 65 (2010)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.nofatebwwm.com/

## Frequently asked questions

### Is Kevin Floyd a fee-only financial advisor?

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

### How does Kevin charge for financial advice?

Kevin's firm, Nfwm, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Kevin Floyd based?

Kevin Floyd is based in Plano, Texas.

### What credentials does Kevin Floyd hold?

Kevin Floyd holds the CFP and CFA credentials.

### Is Kevin Floyd registered with the SEC?

Yes. Kevin Floyd is registered as an investment adviser representative in TX and WA (CRD 5593632), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Nfwm manage?

Nfwm reports $311.9M across 662 accounts in assets under management.

### How do I contact Kevin Floyd?

Through Kevin's website, www.nofatebwwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5593632): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.