# Gregory Nelson

> Gregory Nelson is a fee-only financial advisor at Soulence Wealth Management in Pleasant Grove, Utah, who holds the ChFC credential. Gregory focuses on estate & legacy planning, tax planning and small business owners. Soulence Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/gregory-nelson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Soulence Wealth Management
- **Based in:** Pleasant Grove, Utah
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $107.5M across 796 accounts
- **Credentials:** ChFC
- **Specialties:** Estate & legacy planning, Tax planning, Small business owners, Family wealth transfer, Sustainable & impact investing
- **Works with:** Multi-generational families, Founders
- **CRD:** 2246766 (https://adviserinfo.sec.gov/individual/summary/2246766)
- **SEC registration:** Investment adviser representative in UT
- **Exams passed:** Series 63 (1992)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://soulencewealth.com/

## Frequently asked questions

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

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

### How does Gregory charge for financial advice?

Gregory's firm, Soulence Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Gregory Nelson based?

Gregory Nelson is based in Pleasant Grove, Utah.

### What does Gregory specialize in?

Gregory's specialties include estate & legacy planning, tax planning, small business owners, family wealth transfer and sustainable & impact investing. Gregory works with multi-generational families and founders.

### What credentials does Gregory Nelson hold?

Gregory Nelson holds the ChFC credential.

### Is Gregory Nelson registered with the SEC?

Yes. Gregory Nelson is registered as an investment adviser representative in UT (CRD 2246766), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Soulence Wealth Management manage?

Soulence Wealth Management reports $107.5M across 796 accounts in assets under management.

### How do I contact Gregory Nelson?

Through Gregory's website, soulencewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2246766): 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
- The firm's website (https://soulencewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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