Brooks Nelson
Nelson Capital Management · Menlo Park, California
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.
Request an introduction to Brooks →
Facts
| Firm | Nelson Capital Management |
|---|---|
| Based in | Menlo Park, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $810.8M across 685 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 1258532 |
| Exams passed | Series 63 (1984) · Series 65 (1996) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.nelsoncap.com |
| Profile |
How Brooks's firm compares
- Nelson Capital Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 685 accounts).
Request an introduction to Brooks
Tell Brooks a little about what you're looking for. Brooks isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brooks
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Menlo Park
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.
See something wrong? Request a correction. Read our methodology.