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NEST FINANCIAL PLANNING, LLC
NEST FINANCIAL PLANNING, LLC is an SEC-registered investment adviser with $46 million in regulatory assets under management. The firm manages $40 million on a...
NEST FINANCIAL PLANNING, LLC
NEST FINANCIAL PLANNING, LLC is an SEC-registered investment adviser with $46 million in regulatory assets under management. The firm manages $40 million on a discretionary basis. It has 2 employees and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Is NEST FINANCIAL PLANNING, LLC a registered investment advisor?
Yes, the firm is registered with the SEC as a registered investment advisor, subject to fiduciary duties under the Investment Advisers Act of 1940 (per SEC, 2026). This registration implies the firm provides financial planning and asset management services to clients.
What types of clients does NEST FINANCIAL PLANNING serve?
Based on its registration as an RIA, the firm likely serves individual retail clients, families, and potentially high-net-worth individuals seeking financial planning and portfolio management. No institutional mandates or family office structures have been publicly confirmed.
Does the firm disclose its investment strategy or portfolio holdings?
No. NEST FINANCIAL PLANNING does not publicly disclose its investment strategy, target asset allocation, or specific portfolio holdings. As a private RIA, such details are typically shared only with clients under nondisclosure agreements.
Who are the principal owners or executives at NEST FINANCIAL PLANNING?
No named principals or executives are publicly recorded in SEC filings or other accessible databases as of 2026. The firm may operate as a small practice where ownership is concentrated among one or a few individuals.
Where is NEST FINANCIAL PLANNING headquartered?
The firm's physical address is not publicly confirmed. SEC registration records may list a primary business address, but no city or state is reliably known from available sources.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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