Firm
Nest Egg Financial Advisors
Incline Village, Nevada
Fee-only
Nest Egg Financial Advisors at a glance
- One of 56 fee-only firms based in Nevada in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 11 individual clients, 11 of them high net worth.
- Its average account is about $341,000 (assets it manages divided by its 109 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Nevada · What fee-only advisors charge in Nevada
Facts
| Based in | Incline Village, Nevada |
|---|---|
| Website | nesteggfa.com |
| [email protected] | |
| Phone | (775) 413-0468 |
Nest Egg Financial Advisors fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $750,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"We have a soft minimum of $750,000 in investable assets" source
"Our fees are a percentage of assets under management, billed at the end of each quarter." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $37 million |
| High-net-worth clients | 11 |
| Accounts managed | 109 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 18, 2026 |
| SEC record | CRD 297602 |