# Stephen Philpott

> Stephen Philpott is a fee-only financial advisor at Nelson Capital Management in Menlo Park, California, who holds the CFP credential. Nelson Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stephen-philpott/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Nelson Capital Management
- **Based in:** Menlo Park, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $810.8M across 685 accounts
- **Credentials:** CFP
- **CRD:** 3195871 (https://adviserinfo.sec.gov/individual/summary/3195871)
- **SEC registration:** Investment adviser representative in CA, TX
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://www.nelsoncap.com

## Frequently asked questions

### Is Stephen Philpott a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Nelson Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Stephen charge for financial advice?

Stephen's firm, Nelson Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Stephen Philpott based?

Stephen Philpott is based in Menlo Park, California.

### What credentials does Stephen Philpott hold?

Stephen Philpott holds the CFP credential.

### Is Stephen Philpott registered with the SEC?

Yes. Stephen Philpott is registered as an investment adviser representative in CA and TX (CRD 3195871), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Nelson Capital Management manage?

Nelson Capital Management reports $810.8M across 685 accounts in assets under management.

### How do I contact Stephen Philpott?

Through Stephen's website, www.nelsoncap.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3195871): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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