Holly Marie Wharton
Investment Adviser Representative at NORTHWEST FINANCIAL SERVICES INC
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Up to $2,000,000 | 0.90% |
| $2,000,000 to $5,000,000 | 0.70% |
| $5,000,000 to $20,000,000 | 0.50% |
| $20,000,000 and up | 0.30% |
Northwest Financial Services Inc Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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