Nelson Gonzalez
Amicus Financial Advisors · Rosharon, Texas
Nelson Gonzalez is a fee-only financial advisor at Amicus Financial Advisors in Rosharon, Texas. Nelson focuses on retirement planning and tax planning. Amicus Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Nelson →
Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Amicus Financial Advisors |
|---|---|
| Based in | Rosharon, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $550.9M across 1,486 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6013886 |
| Exams passed | Series 65 (2012) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.amicusadvisors.com |
How Nelson's firm compares
- Amicus Financial Advisors's average account is about $371,000, from its Form ADV (assets managed divided by 1,486 accounts).
Request an introduction to Nelson
Tell Nelson a little about what you're looking for. Nelson isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Nelson
Is Nelson Gonzalez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nelson holds no broker registration, and Amicus Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nelson charge for financial advice?
Nelson's firm, Amicus Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nelson Gonzalez based?
Nelson Gonzalez is based in Rosharon, Texas.
What does Nelson specialize in?
Nelson's specialties include retirement planning and tax planning. Nelson works with pre-retirees.
Is Nelson Gonzalez registered with the SEC?
Yes. Nelson Gonzalez is registered as an investment adviser representative in TX (CRD 6013886), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Amicus Financial Advisors manage?
Amicus Financial Advisors reports $550.9M across 1,486 accounts in assets under management.
How do I contact Nelson Gonzalez?
Through Nelson's website, www.amicusadvisors.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
- Amicus 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.
See something wrong? Request a correction. Read our methodology.