Jillian Nelson
Asset Planning Services · Covington, Louisiana
Jillian Nelson is a fee-only financial advisor at Asset Planning Services in Covington, Louisiana. Asset Planning Services reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Asset Planning Services |
|---|---|
| Based in | Covington, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $365.6M across 516 accounts |
| SEC registration | Investment adviser representative in LA, TX · CRD 4428527 |
| Exams passed | Series 63 (2003) · Series 66 (2018) |
| Firm size | 5 employees |
| Disclosures | None reported |
How Jillian's firm compares
- Asset Planning Services's average account is about $708,000, from its Form ADV (assets managed divided by 516 accounts).
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Questions about Jillian
Is Jillian Nelson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jillian holds no broker registration, and Asset Planning Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jillian charge for financial advice?
Jillian's firm, Asset Planning Services, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jillian Nelson based?
Jillian Nelson is based in Covington, Louisiana.
Is Jillian Nelson registered with the SEC?
Yes. Jillian Nelson is registered as an investment adviser representative in LA and TX (CRD 4428527), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Asset Planning Services manage?
Asset Planning Services reports $365.6M across 516 accounts in assets under management.
How do I contact Jillian Nelson?
Contact details aren't on file yet. Search for Asset Planning Services.
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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