Robert Severdia
Nest Financial Planning · Hood River, Oregon
Robert Severdia is a fee-only financial advisor at Nest Financial Planning in Hood River, Oregon, who holds the CFP credential. Robert charges a percentage of assets and a one-time planning fee (one-time plans from $2,500 and 1% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Nest Financial Planning |
|---|---|
| Based in | Hood River, Oregon |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $2,500 · 1% a year on the first tier of assets managed · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $46.1M across 71 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, WA · CRD 2187656 |
| Exams passed | Series 63 (1995) · Series 66 (2012) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.nestfinancialplanning.com |
| Profile |
How Robert's firm compares
- A one-time plan starts at $2,500, in line with the Oregon median of $2,500 for fee-only firms that publish prices.
- Nest Financial Planning's average account is about $650,000, from its Form ADV (assets managed divided by 71 accounts).
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Questions about Robert
Is Robert Severdia a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Nest Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert charges a percentage of assets and a one-time planning fee.
How much does Robert charge?
According to Nest Financial Planning's website, checked October 30, 2026: one-time plans from $2,500; 1% a year on the first tier of assets managed; no asset minimum.
Does Robert work with clients virtually?
Yes. Nest Financial Planning says on its website that it works with clients remotely.
Where is Robert Severdia based?
Robert Severdia is based in Hood River, Oregon.
What does Robert specialize in?
Robert's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Robert Severdia hold?
Robert Severdia holds the CFP credential.
Is Robert Severdia registered with the SEC?
Yes. Robert Severdia is registered as an investment adviser representative in OR and WA (CRD 2187656), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Nest Financial Planning manage?
Nest Financial Planning reports $46.1M across 71 accounts in assets under management.
How do I contact Robert Severdia?
Through Robert's website, www.nestfinancialplanning.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
- Nest Financial Planning 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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