Kevin Floyd
Nfwm · Plano, Texas
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.
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Facts
| Firm | Nfwm |
|---|---|
| Based in | Plano, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $311.9M across 662 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in TX, WA · CRD 5593632 |
| Exams passed | Series 65 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.nofatebwwm.com |
How Kevin's firm compares
- Nfwm's average account is about $471,000, from its Form ADV (assets managed divided by 662 accounts).
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Questions about Kevin
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
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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