Robin Snell
Nested Financial & Tax Planning · Palm Harbor, Florida
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.
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Facts
| Firm | Nested Financial & Tax Planning |
|---|---|
| Based in | Palm Harbor, Florida |
| Fee model | Flat fee or retainer |
| Assets under management | $4.4M across 53 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in FL · CRD 7128323 |
| Exams passed | Series 66 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | nestedfinancial.com |
| Profile |
How Robin's firm compares
- Nested Financial & Tax Planning's average account is about $83,000, from its Form ADV (assets managed divided by 53 accounts).
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Questions about Robin
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Nested Financial & Tax Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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