Gregory Nelson
Soulence Wealth Management · Pleasant Grove, Utah
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.
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Specialties
Who they serve
- Multi-generational families
- Founders
Facts
| Firm | Soulence Wealth Management |
|---|---|
| Based in | Pleasant Grove, Utah |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $107.5M across 796 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in UT · CRD 2246766 |
| Exams passed | Series 63 (1992) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | soulencewealth.com |
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Questions about Gregory
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.
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
- Soulence Wealth Management 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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