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Advisor

Gloria Park

Nest Financial · Austin, Texas

Gloria Park is a fee-only financial advisor at Nest Financial in Austin, Texas. Nest Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmNest Financial
Based in Austin, Texas
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$45M across 348 accounts
SEC registration Investment adviser representative in TX · CRD 6587836
Exams passedSeries 65 (2019)
Firm size2 employees
Disclosures None reported
Websitewww.nestfinancial.net
LinkedInProfile

How Gloria's firm compares

  • Nest Financial's average account is about $129,000, from its Form ADV (assets managed divided by 348 accounts).

What fee-only advisors charge in Texas

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Questions about Gloria

Is Gloria Park a fee-only financial advisor?

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

How does Gloria charge for financial advice?

Gloria's firm, Nest Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Gloria Park based?

Gloria Park is based in Austin, Texas.

Is Gloria Park registered with the SEC?

Yes. Gloria Park is registered as an investment adviser representative in TX (CRD 6587836), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Nest Financial manage?

Nest Financial reports $45M across 348 accounts in assets under management.

How do I contact Gloria Park?

Through Gloria's website, www.nestfinancial.net.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Austin

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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