Steven Nelson
Faith Investor Services · Scottsdale, Arizona
Steven Nelson is a fee-only financial advisor at Faith Investor Services in Scottsdale, Arizona, who holds the CFA credential. Steven focuses on estate & legacy planning, tax planning and retirement planning. Faith Investor Services reports charging a percentage of assets on its Form ADV.
Request an introduction to Steven →
Specialties
Who they serve
- Executives
- Divorced individuals
Facts
| Firm | Faith Investor Services |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets |
| Fees (firm's website) | Typically works with clients with $2,000,000 or more |
| Assets under management | $279.7M across 598 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in AZ, MO, TX · CRD 1770674 |
| Exams passed | Series 63 (2004) · Series 65 (2004) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | faithinvestorservices.com |
| Profile |
Request an introduction to Steven
Tell Steven a little about what you're looking for. Steven isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Steven
Is Steven Nelson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Faith Investor Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Faith Investor Services, reports charging a percentage of assets on its SEC Form ADV.
How much does Steven charge?
According to Faith Investor Services's website, checked October 30, 2026: typically works with clients with $2,000,000 or more.
Where is Steven Nelson based?
Steven Nelson is based in Scottsdale, Arizona.
What does Steven specialize in?
Steven's specialties include estate & legacy planning, tax planning, retirement planning, sustainable & impact investing and divorce financial planning. Steven works with executives and divorced individuals.
What credentials does Steven Nelson hold?
Steven Nelson holds the CFA credential.
Is Steven Nelson registered with the SEC?
Yes. Steven Nelson is registered as an investment adviser representative in AZ, MO and TX (CRD 1770674), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Faith Investor Services manage?
Faith Investor Services reports $279.7M across 598 accounts in assets under management.
How do I contact Steven Nelson?
Through Steven's website, faithinvestorservices.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
- Faith Investor Services 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.
See something wrong? Request a correction. Read our methodology.