Paul Nelson
Advisers Investment Management · Colorado Springs, Colorado
Paul Nelson is a fee-only financial advisor at Advisers Investment Management in Colorado Springs, Colorado. Advisers Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Advisers Investment Management |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $105.2M across 573 accounts |
| SEC registration | Investment adviser representative in CO, OK, TX · CRD 4582254 |
| Exams passed | Series 65 (2000) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | thecompletesolution.com |
How Paul's firm compares
- Advisers Investment Management's average account is about $184,000, from its Form ADV (assets managed divided by 573 accounts).
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Questions about Paul
Is Paul Nelson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Advisers Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paul charge for financial advice?
Paul's firm, Advisers Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Paul Nelson based?
Paul Nelson is based in Colorado Springs, Colorado.
Is Paul Nelson registered with the SEC?
Yes. Paul Nelson is registered as an investment adviser representative in CO, OK and TX (CRD 4582254), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Advisers Investment Management manage?
Advisers Investment Management reports $105.2M across 573 accounts in assets under management.
How do I contact Paul Nelson?
Through Paul's website, thecompletesolution.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
- 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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