# NEST FINANCIAL LLC

NEST FINANCIAL LLC is a RIA based in Austin.

## Overview

- **Organization type:** RIA
- **Headquarters:** Austin
- **Assets under management:** Undisclosed
- **Website:** https://nestfinancial.net
- **LinkedIn:** https://www.linkedin.com/company/nestfinancial

## Regulatory record

- **CRD number:** 299307
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299307

## About

NEST Financial is a wealth management firm whose sole purpose is to give innovators the freedom to be exactly who they were meant to be. They manage wealth so clients can focus on living fully, keeping the financial ship steady through cash flow, risk tolerance, estate planning, and portfolio management.

## People

- Dan Dillard — NEST founder and business Advisor
- Katie Nolan — Marketing and Project Manager
- Lauren Dillard — Client Support
- Gloria Park — CFP® professional and Managing Partner
- Sean McDougle — CFP® professional and Chief Investment Officer

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Last updated: 2026-08-11T15:07:34.613Z

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