Austin Nelson
Toptier Wealth Management · Muskego, Wisconsin
Austin Nelson is a fee-only financial advisor at Toptier Wealth Management in Muskego, Wisconsin, who holds the CFP credential. Toptier Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Toptier Wealth Management |
|---|---|
| Based in | Muskego, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $175.7M across 406 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, MI, TX, WI · CRD 6608943 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | toptierwealthmanagement.com |
| Profile |
How Austin's firm compares
- Toptier Wealth Management's average account is about $433,000, from its Form ADV (assets managed divided by 406 accounts).
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Questions about Austin
Is Austin Nelson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Austin holds no broker registration, and Toptier 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's firm, Toptier Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Austin Nelson based?
Austin Nelson is based in Muskego, Wisconsin.
What credentials does Austin Nelson hold?
Austin Nelson holds the CFP credential.
Is Austin Nelson registered with the SEC?
Yes. Austin Nelson is registered as an investment adviser representative in FL, MI, TX and WI (CRD 6608943), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Toptier Wealth Management manage?
Toptier Wealth Management reports $175.7M across 406 accounts in assets under management.
How do I contact Austin Nelson?
Through Austin's website, toptierwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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