Firm
Nested Financial & Tax Planning
Palm Harbor, Florida
Fee-only
Nested Financial & Tax Planning at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 9 individual clients, 3 of them high net worth.
- Its average account is about $83,000 (assets it manages divided by its 53 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Palm Harbor, Florida |
|---|---|
| Website | nestedfinancial.com |
| [email protected] | |
| Phone | (727) 777-6378 |
Nested Financial & Tax Planning fees
Nested Financial & Tax Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee. 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
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $4 million |
| Individual clients | 6 |
| High-net-worth clients | 3 |
| Accounts managed | 53 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 27, 2026 |
| SEC record | CRD 325083 |