# Robin Snell

> Robin Snell is a fee-only financial advisor at Nested Financial & Tax Planning in Palm Harbor, Florida, who holds the CFP and EA credentials. Robin charges a flat fee or retainer.

Page: https://find.wellspent.co/advisors/robin-snell/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Nested Financial & Tax Planning
- **Based in:** Palm Harbor, Florida
- **Fee model:** Flat fee or retainer
- **Assets under management (firm):** $4.4M across 53 accounts
- **Credentials:** CFP, EA
- **CRD:** 7128323 (https://adviserinfo.sec.gov/individual/summary/7128323)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 66 (2020)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://nestedfinancial.com

## Frequently asked questions

### Is Robin Snell a fee-only financial advisor?

Yes. Robin Snell is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Robin's firm.

### How does Robin charge for financial advice?

Robin charges a flat fee or retainer.

### Where is Robin Snell based?

Robin Snell is based in Palm Harbor, Florida.

### What credentials does Robin Snell hold?

Robin Snell holds the CFP and EA credentials.

### Is Robin Snell registered with the SEC?

Yes. Robin Snell is registered as an investment adviser representative in FL (CRD 7128323), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Nested Financial & Tax Planning manage?

Nested Financial & Tax Planning reports $4.4M across 53 accounts in assets under management.

### How do I contact Robin Snell?

Through Robin's website, nestedfinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/50266): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://nestedfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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