Sean McDougle
Nest Financial · Austin, Texas
Sean McDougle is a fee-only financial advisor at Nest Financial in Austin, Texas, who holds the CFP credential. Nest Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Nest Financial |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $45M across 348 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 5735785 |
| Exams passed | Series 63 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.nestfinancial.net |
| Profile |
How Sean's firm compares
- Nest Financial's average account is about $129,000, from its Form ADV (assets managed divided by 348 accounts).
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Questions about Sean
Is Sean McDougle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sean holds no broker registration, and Nest Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sean charge for financial advice?
Sean's firm, Nest Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sean McDougle based?
Sean McDougle is based in Austin, Texas.
What credentials does Sean McDougle hold?
Sean McDougle holds the CFP credential.
Is Sean McDougle registered with the SEC?
Yes. Sean McDougle is registered as an investment adviser representative in OH and TX (CRD 5735785), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Nest Financial manage?
Nest Financial reports $45M across 348 accounts in assets under management.
How do I contact Sean McDougle?
Through Sean's website, www.nestfinancial.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
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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