Nelson Greene
Highline Private Wealth · Jacksonville, Florida
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Highline Private Wealth |
|---|---|
| Based in | Jacksonville, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $2.8M across 24 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 7099438 |
| Exams passed | Series 63 (2023) · Series 65 (2020) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | highlinepw.com |
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Questions about Nelson
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.
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
- Highline Private Wealth 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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