David Mott
Nexus One Financial Advisors · Plano, Texas
David Mott is a fee-only financial advisor at Nexus One Financial Advisors in Plano, Texas. David focuses on retirement planning, tax planning and estate & legacy planning. Nexus One Financial Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Nexus One Financial Advisors |
|---|---|
| Based in | Plano, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $552M across 1,661 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7570041 |
| Exams passed | Series 65 (2022) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | nxfa.com |
How David's firm compares
- Nexus One Financial Advisors's average account is about $332,000, from its Form ADV (assets managed divided by 1,661 accounts).
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Questions about David
Is David Mott a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Nexus One Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Nexus One Financial Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is David Mott based?
David Mott is based in Plano, Texas.
What does David specialize in?
David's specialties include retirement planning, tax planning and estate & legacy planning.
Is David Mott registered with the SEC?
Yes. David Mott is registered as an investment adviser representative in TX (CRD 7570041), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Nexus One Financial Advisors manage?
Nexus One Financial Advisors reports $552M across 1,661 accounts in assets under management.
How do I contact David Mott?
Through David's website, nxfa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
Other advisors in Texas who focus on retirement planning
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
- Nexus One Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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