Tom Nelson
TOM C. Nelson, PHD, Cfp(r) Personal Financial Consultant · Broomfield, Colorado
Tom Nelson is a fee-only financial advisor at TOM C. Nelson, PHD, Cfp(r) Personal Financial Consultant in Broomfield, Colorado, who holds the CFP credential. TOM C. Nelson, PHD, Cfp(r) Personal Financial Consultant reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | TOM C. Nelson, PHD, Cfp(r) Personal Financial Consultant |
|---|---|
| Based in | Broomfield, Colorado |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 5459105 |
| Firm size | 1 employee |
| Disclosures | None reported |
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Questions about Tom
Is Tom Nelson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tom holds no broker registration, and TOM C. Nelson, PHD, Cfp(r) Personal Financial Consultant reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tom charge for financial advice?
Tom's firm, TOM C. Nelson, PHD, Cfp(r) Personal Financial Consultant, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Tom Nelson based?
Tom Nelson is based in Broomfield, Colorado.
What credentials does Tom Nelson hold?
Tom Nelson holds the CFP credential.
Is Tom Nelson registered with the SEC?
Yes. Tom Nelson is registered as an investment adviser representative in CO (CRD 5459105), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Tom Nelson?
Contact details aren't on file yet. Search for TOM C. Nelson, PHD, Cfp(r) Personal Financial Consultant.
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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