Jeffrey Nielson
Avenues Wealth · Winter Park, Florida
Jeffrey Nielson is a fee-only financial advisor at Avenues Wealth in Winter Park, Florida, who holds the CFP credential. Jeffrey focuses on retirement planning. Avenues Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Avenues Wealth |
|---|---|
| Based in | Winter Park, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $81.5M across 168 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 2911104 |
| Exams passed | Series 63 (1999) · Series 65 (1998) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.avenueswealth.com |
How Jeffrey's firm compares
- Avenues Wealth's average account is about $485,000, from its Form ADV (assets managed divided by 168 accounts).
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Questions about Jeffrey
Is Jeffrey Nielson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Avenues Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Avenues Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffrey Nielson based?
Jeffrey Nielson is based in Winter Park, Florida.
What does Jeffrey specialize in?
Jeffrey's specialties include retirement planning. Jeffrey works with retirees and pre-retirees.
What credentials does Jeffrey Nielson hold?
Jeffrey Nielson holds the CFP credential.
Is Jeffrey Nielson registered with the SEC?
Yes. Jeffrey Nielson is registered as an investment adviser representative in FL and TX (CRD 2911104), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Avenues Wealth manage?
Avenues Wealth reports $81.5M across 168 accounts in assets under management.
How do I contact Jeffrey Nielson?
Through Jeffrey's website, www.avenueswealth.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
- Avenues Wealth 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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