# Lisa Farrier

> Lisa Farrier is a fee-only financial advisor at Nest Egg Financial Advisors in Incline Village, Nevada, who holds the CFP, BFA and PhD credentials. Lisa charges a percentage of assets (a $750,000 asset minimum) and focuses on tax planning and retirement planning.

Page: https://find.wellspent.co/advisors/lisa-farrier/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Nest Egg Financial Advisors
- **Based in:** Incline Village, Nevada
- **Fee model:** Percentage of assets
- **Fees (firm's website):** a $750,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $37.2M across 109 accounts
- **Credentials:** CFP, BFA, PhD, CPA
- **Specialties:** Tax planning, Retirement planning
- **Works with:** High earners, Pre-retirees, Retirees
- **CRD:** 3262734 (https://adviserinfo.sec.gov/individual/summary/3262734)
- **SEC registration:** Investment adviser representative in CA, NV
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://nesteggfa.com

## Frequently asked questions

### Is Lisa Farrier a fee-only financial advisor?

Yes. Lisa Farrier is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Lisa's firm.

### How does Lisa charge for financial advice?

Lisa charges a percentage of assets.

### How much does Lisa charge?

According to Nest Egg Financial Advisors's website, checked October 28, 2026: a $750,000 asset minimum.

### Where is Lisa Farrier based?

Lisa Farrier is based in Incline Village, Nevada.

### What does Lisa specialize in?

Lisa's specialties include tax planning and retirement planning. Lisa works with high earners, pre-retirees and retirees.

### What credentials does Lisa Farrier hold?

Lisa Farrier holds the CFP, BFA, PhD and CPA credentials.

### Is Lisa Farrier registered with the SEC?

Yes. Lisa Farrier is registered as an investment adviser representative in CA and NV (CRD 3262734), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Nest Egg Financial Advisors manage?

Nest Egg Financial Advisors reports $37.2M across 109 accounts in assets under management.

### How do I contact Lisa Farrier?

Through Lisa's website, nesteggfa.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45060): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://nesteggfa.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.