Stephen Philpott
Nelson Capital Management · Menlo Park, California
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.
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Facts
| Firm | Nelson Capital Management |
|---|---|
| Based in | Menlo Park, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $810.8M across 685 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 3195871 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.nelsoncap.com |
How Stephen's firm compares
- Nelson Capital Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 685 accounts).
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Questions about Stephen
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Menlo Park
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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