# NEST FINANCIAL PLANNING, LLC

NEST FINANCIAL PLANNING, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://nestfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/robb-severdia-cfp%c2%ae-20646a9

## Regulatory record

- **CRD number:** 317587
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317587

## About

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.

## Related profiles

- [Rhizome Capital Management](https://altss.com/profile/rhizome-capital-management-llc)
- [Mason Westbridge Asset Management](https://altss.com/profile/mason-westbridge-asset-management-llc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/nest-financial-planning-llc

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