Todd Nelson
Sittner & Nelson · Eugene, Oregon
Todd Nelson is a fee-only financial advisor at Sittner & Nelson in Eugene, Oregon, who holds the CFP credential. Sittner & Nelson reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Sittner & Nelson |
|---|---|
| Based in | Eugene, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.05B across 1,506 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, TX · CRD 4640224 |
| Exams passed | Series 66 (2003) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | sittnerandnelson.com |
How Todd's firm compares
- Sittner & Nelson's average account is about $696,000, from its Form ADV (assets managed divided by 1,506 accounts).
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Questions about Todd
Is Todd Nelson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Todd holds no broker registration, and Sittner & Nelson reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Todd charge for financial advice?
Todd's firm, Sittner & Nelson, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Todd Nelson based?
Todd Nelson is based in Eugene, Oregon.
What credentials does Todd Nelson hold?
Todd Nelson holds the CFP credential.
Is Todd Nelson registered with the SEC?
Yes. Todd Nelson is registered as an investment adviser representative in OR and TX (CRD 4640224), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sittner & Nelson manage?
Sittner & Nelson reports $1.05B across 1,506 accounts in assets under management.
How do I contact Todd Nelson?
Through Todd's website, sittnerandnelson.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
- 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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