# Nelson Greene

> Nelson Greene is a fee-only financial advisor at Highline Private Wealth in Jacksonville, Florida, who holds the CFP credential. Nelson focuses on estate & legacy planning, tax planning and family wealth transfer. Highline Private Wealth reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/nelson-greene/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Highline Private Wealth
- **Based in:** Jacksonville, Florida
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $2.8M across 24 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 7099438 (https://adviserinfo.sec.gov/individual/summary/7099438)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 63 (2023), Series 65 (2020)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://highlinepw.com/

## Frequently asked questions

### Is Nelson Greene a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nelson holds no broker registration, and Highline Private Wealth 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, Highline Private Wealth, reports charging a percentage of assets on its SEC Form ADV.

### Where is Nelson Greene based?

Nelson Greene is based in Jacksonville, Florida.

### What does Nelson specialize in?

Nelson's specialties include estate & legacy planning, tax planning and family wealth transfer. Nelson works with multi-generational families.

### What credentials does Nelson Greene hold?

Nelson Greene holds the CFP credential.

### Is Nelson Greene registered with the SEC?

Yes. Nelson Greene is registered as an investment adviser representative in FL (CRD 7099438), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Highline Private Wealth manage?

Highline Private Wealth reports $2.8M across 24 accounts in assets under management.

### How do I contact Nelson Greene?

Through Nelson's website, highlinepw.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7099438): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.highlinepw.com/): specialties, clients served, and fees, checked October 30, 2026

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