# Molly O'Shea

> Molly O'Shea is a fee-only financial advisor at NorthWest Financial Services in Indianapolis, Indiana. NorthWest Financial Services reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/molly-o-shea/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** NorthWest Financial Services
- **Based in:** Indianapolis, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $634.9M across 377 accounts
- **CRD:** 7605321 (https://adviserinfo.sec.gov/individual/summary/7605321)
- **SEC registration:** Investment adviser representative in IN, TX
- **Exams passed:** Series 65 (2022)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://www.northwestfinancial.net

## Frequently asked questions

### Is Molly O'Shea a fee-only financial advisor?

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

### How does Molly charge for financial advice?

Molly's firm, NorthWest Financial Services, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Molly O'Shea based?

Molly O'Shea is based in Indianapolis, Indiana.

### Is Molly O'Shea registered with the SEC?

Yes. Molly O'Shea is registered as an investment adviser representative in IN and TX (CRD 7605321), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does NorthWest Financial Services manage?

NorthWest Financial Services reports $634.9M across 377 accounts in assets under management.

### How do I contact Molly O'Shea?

Through Molly's website, www.northwestfinancial.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7605321): 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
- The firm's website (https://northwestfinancial.net/): specialties, clients served, and fees, checked October 30, 2026

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