Firm
Nest Financial Planning
Hood River, Oregon
Fee-only
Nest Financial Planning at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 71 individual clients, 12 of them high net worth.
- Its average account is about $650,000 (assets it manages divided by its 71 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Hood River, Oregon |
|---|---|
| Website | nestfinancialplanning.com |
| Phone | (503) 789-9411 |
Nest Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,500 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"Fees for development of an initial financial plan range from $2,500 – $10,000 and are based on complexity and needs." source
"$0 – $1,000,000 1.00%" source
"No, I don’t base my fees on asset or income minimums." source
"Our standard advisory fee is based on the market value of the assets under management and is calculated as a percentage of assets under management." 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 · Fixed fees |
|---|---|
| Assets managed | $46 million |
| Individual clients | 59 |
| High-net-worth clients | 12 |
| Accounts managed | 71 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 317587 |