Eric Nelson
Servo Wealth Management · Oklahoma City, Oklahoma
Eric Nelson is a fee-only financial advisor at Servo Wealth Management in Oklahoma City, Oklahoma, who holds the CFA credential. Servo Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Servo Wealth Management |
|---|---|
| Based in | Oklahoma City, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $173.8M across 355 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in OK, TX · CRD 3132084 |
| Exams passed | Series 63 (1998) · Series 65 (1998) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.servowealth.com |
How Eric's firm compares
- Servo Wealth Management's average account is about $489,000, from its Form ADV (assets managed divided by 355 accounts).
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Questions about Eric
Is Eric Nelson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Servo Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric's firm, Servo Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Eric Nelson based?
Eric Nelson is based in Oklahoma City, Oklahoma.
What credentials does Eric Nelson hold?
Eric Nelson holds the CFA credential.
Is Eric Nelson registered with the SEC?
Yes. Eric Nelson is registered as an investment adviser representative in OK and TX (CRD 3132084), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Servo Wealth Management manage?
Servo Wealth Management reports $173.8M across 355 accounts in assets under management.
How do I contact Eric Nelson?
Through Eric's website, www.servowealth.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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