# NestEgg Wealth Advisors

NestEgg Wealth Advisors is a RIA based in Rowlett, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Rowlett, United States
- **Assets under management:** Undisclosed
- **Website:** https://nesteggadvice.com
- **LinkedIn:** https://www.linkedin.com/company/nestegg-wealth-advisors

## Regulatory record

- **CRD number:** 284016
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284016

## About

Nestegg Wealth Advisors is a financial advisory firm focused on investment management and strategic wealth planning for people in and near retirement. They emphasize preservation of assets, opportunities to earn credited interest, and creating guaranteed lifetime income. Services include retirement planning, asset allocation, income planning, investment management, Social Security, and Medicare guidance.

## Sectors

- People in and near retirement

## People

- Rick Lucas — President of Nestegg Wealth Advisors

## Questions

### Who runs investment decisions at NestEgg Wealth Advisors?

No named principals or investment decision-makers are publicly listed for NestEgg Wealth Advisors. Public records, including business registrations and SEC filings, do not identify any individuals associated with the firm's leadership or investment committee.

### How does NestEgg Wealth Advisors source proprietary deal flow?

No public information describes how NestEgg Wealth Advisors sources investment opportunities. The firm's deal-sourcing model—whether through direct relationships, intermediaries, or public markets—is not documented in any available records.

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

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