Julianne Hoerman
Nexus One Financial Advisors · Plano, Texas
Julianne Hoerman is a fee-only financial advisor at Nexus One Financial Advisors in Plano, Texas. Julianne focuses on retirement planning, tax planning and estate & legacy planning. Nexus One Financial Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Nexus One Financial Advisors |
|---|---|
| Based in | Plano, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $552M across 1,661 accounts |
| SEC registration | Investment adviser representative in TX · CRD 8201371 |
| Exams passed | Series 65 (2025) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | nxfa.com |
How Julianne's firm compares
- Nexus One Financial Advisors's average account is about $332,000, from its Form ADV (assets managed divided by 1,661 accounts).
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Questions about Julianne
Is Julianne Hoerman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Julianne holds no broker registration, and Nexus One Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Julianne charge for financial advice?
Julianne's firm, Nexus One Financial Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Julianne Hoerman based?
Julianne Hoerman is based in Plano, Texas.
What does Julianne specialize in?
Julianne's specialties include retirement planning, tax planning and estate & legacy planning.
Is Julianne Hoerman registered with the SEC?
Yes. Julianne Hoerman is registered as an investment adviser representative in TX (CRD 8201371), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Nexus One Financial Advisors manage?
Nexus One Financial Advisors reports $552M across 1,661 accounts in assets under management.
How do I contact Julianne Hoerman?
Through Julianne's website, nxfa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
Other advisors in Texas who focus on retirement planning
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
- Nexus One Financial Advisors 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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