Updated:Jun 3, 2026

NEST FINANCIAL PLANNING, LLC

NEST FINANCIAL PLANNING, LLC is a state-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 a state-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.

Website

nestfinancialplanning.com

linkedin.com/company/robb-severdia-cfp%c2%ae-20646a9

General information

Firm type

RIA

What is NEST FINANCIAL PLANNING, LLC?

NEST FINANCIAL PLANNING, LLC is a ria tracked on Altss.

What does Altss track for NEST FINANCIAL PLANNING, LLC?

Altss maintains an OSINT-verified profile of NEST FINANCIAL PLANNING, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What is NEST FINANCIAL PLANNING, LLC's website?

NEST FINANCIAL PLANNING, LLC's public website is nestfinancialplanning.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is NEST FINANCIAL PLANNING, LLC?

NEST FINANCIAL PLANNING, LLC is classified by Altss as a RIA.

How does Altss source intelligence on NEST FINANCIAL PLANNING, LLC?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was NEST FINANCIAL PLANNING, LLC's Altss profile last updated?

NEST FINANCIAL PLANNING, LLC's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.