Irene Adelman
Nesteggs · Jacksonville, Florida
Irene Adelman is a fee-only financial advisor at Nesteggs in Jacksonville, Florida. Nesteggs reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Nesteggs |
|---|---|
| Based in | Jacksonville, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $911.3M across 759 accounts |
| SEC registration | Investment adviser representative in FL · CRD 5447576 |
| Exams passed | Series 65 (2008) |
| Firm size | 29 employees |
| Disclosures | None reported |
| Website | www.nesteggs401k.com |
How Irene's firm compares
- Nesteggs's average account is about $1.2 million, from its Form ADV (assets managed divided by 759 accounts).
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Questions about Irene
Is Irene Adelman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Irene holds no broker registration, and Nesteggs reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Irene charge for financial advice?
Irene's firm, Nesteggs, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Irene Adelman based?
Irene Adelman is based in Jacksonville, Florida.
Is Irene Adelman registered with the SEC?
Yes. Irene Adelman is registered as an investment adviser representative in FL (CRD 5447576), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Nesteggs manage?
Nesteggs reports $911.3M across 759 accounts in assets under management.
How do I contact Irene Adelman?
Through Irene's website, www.nesteggs401k.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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