Lisa Farrier
Nest Egg Financial Advisors · Incline Village, Nevada
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.
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Specialties
Who they serve
- High earners
- Pre-retirees
- Retirees
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 |
| Assets under management | $37.2M across 109 accounts |
| Credentials | CFP · BFA · PhD · CPA |
| SEC registration | Investment adviser representative in CA, NV · CRD 3262734 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | nesteggfa.com |
| Profile |
How Lisa's firm compares
- Nest Egg Financial Advisors's average account is about $341,000, from its Form ADV (assets managed divided by 109 accounts).
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Questions about Lisa
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Incline Village
Other advisors in Nevada who focus on tax planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Nest Egg Financial Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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