# Brooks Nelson

> Brooks Nelson is a fee-only financial advisor at Nelson Capital Management in Menlo Park, California, who holds the CFA credential. Nelson Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brooks-nelson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Nelson Capital Management
- **Based in:** Menlo Park, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $810.8M across 685 accounts
- **Credentials:** CFA
- **CRD:** 1258532 (https://adviserinfo.sec.gov/individual/summary/1258532)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1984), Series 65 (1996)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://www.nelsoncap.com

## Frequently asked questions

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

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

### How does Brooks charge for financial advice?

Brooks's firm, Nelson Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Brooks Nelson based?

Brooks Nelson is based in Menlo Park, California.

### What credentials does Brooks Nelson hold?

Brooks Nelson holds the CFA credential.

### Is Brooks Nelson registered with the SEC?

Yes. Brooks Nelson is registered as an investment adviser representative in CA (CRD 1258532), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Nelson Capital Management manage?

Nelson Capital Management reports $810.8M across 685 accounts in assets under management.

### How do I contact Brooks Nelson?

Through Brooks's website, www.nelsoncap.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1258532): 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

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