# Austin Nelson

> Austin Nelson is a fee-only financial advisor at Atticus Wealth Management in Palm Beach Gardens, Florida. Austin charges a percentage of assets (a $500,000 asset minimum) and focuses on retirement planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/austin-nelson-8072669/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Atticus Wealth Management
- **Based in:** Palm Beach Gardens, Florida
- **Fee model:** Percentage of assets
- **Fees (firm's website):** a $500,000 asset minimum
- **Assets under management (firm):** $565.3M across 1,105 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 8072669 (https://adviserinfo.sec.gov/individual/summary/8072669)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2026), Series 66 (2025)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.atticuswm.com/

## Frequently asked questions

### Is Austin Nelson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Austin holds no broker registration, and Atticus Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Austin charge for financial advice?

Austin charges a percentage of assets.

### How much does Austin charge?

According to Atticus Wealth Management's website, checked October 30, 2026: a $500,000 asset minimum.

### Where is Austin Nelson based?

Austin Nelson is based in Palm Beach Gardens, Florida.

### What does Austin specialize in?

Austin's specialties include retirement planning and estate & legacy planning.

### Is Austin Nelson registered with the SEC?

Yes. Austin Nelson is registered as an investment adviser representative in FL (CRD 8072669), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Atticus Wealth Management manage?

Atticus Wealth Management reports $565.3M across 1,105 accounts in assets under management.

### How do I contact Austin Nelson?

Through Austin's website, www.atticuswm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8072669): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://atticuswm.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.