Srdjan Nastasic
Augustus Wealth · Long Beach, California
Srdjan Nastasic is a fee-only financial advisor at Augustus Wealth in Long Beach, California. Srdjan charges hourly fees, an ongoing planning fee and a one-time planning fee (no asset minimum) and focuses on equity compensation, founders (pre-exit) and tax planning.
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Specialties
Who they serve
- Tech employees
- High earners
Facts
| Firm | Augustus Wealth |
|---|---|
| Based in | Long Beach, California |
| Fee model | Hourly · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $100.2M across 342 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 7207535 |
| Exams passed | Series 65 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | augustuswealth.com |
| Profile |
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Questions about Srdjan
Is Srdjan Nastasic a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Srdjan holds no broker registration, and Augustus Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Srdjan charge for financial advice?
Srdjan charges hourly fees, an ongoing planning fee and a one-time planning fee.
How much does Srdjan charge?
According to Augustus Wealth's website, checked October 30, 2026: no asset minimum.
Does Srdjan work with clients virtually?
Yes. Augustus Wealth says on its website that it works with clients remotely.
Where is Srdjan Nastasic based?
Srdjan Nastasic is based in Long Beach, California.
What does Srdjan specialize in?
Srdjan's specialties include equity compensation, founders (pre-exit), tax planning and estate & legacy planning. Srdjan works with tech employees and high earners.
Is Srdjan Nastasic registered with the SEC?
Yes. Srdjan Nastasic is registered as an investment adviser representative in CA and TX (CRD 7207535), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Augustus Wealth manage?
Augustus Wealth reports $100.2M across 342 accounts in assets under management.
How do I contact Srdjan Nastasic?
Through Srdjan's website, augustuswealth.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
- Augustus Wealth 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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