Nest Financial

Nest Financial at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 2 advisors are listed here; 1 of 2 hold the CFP.
• Its Form ADV reports 2 employees and 109 individual clients, 15 of them high net worth.
• Its average account is about $129,000 (assets it manages divided by its 348 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Nest Financial fees

Nest Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (2)

• Gloria Park

• Sean McDougle

  CFP

Other fee-only firms in Austin

• Off-Trail Financial
• Old Vine Capital
• Optas, LLC
• Orchard Financial Group
• ORF Capital Management
• Origin Wealth Advisers
• Outrunner Capital
• Park 64 Capital

Fee-only advisors in Texas