Firm
Nexus Strategic Wealth
Tualatin, Oregon
Fee-only
Nexus Strategic Wealth at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 3 employees and 88 individual clients, 15 of them high net worth.
- Its average account is about $305,000 (assets it manages divided by its 184 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Tualatin, Oregon |
|---|---|
| Website | nexuspnw.com |
| Phone | (503) 305-6704 |
Nexus Strategic Wealth fees
Nexus Strategic Wealth 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
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $56 million |
| Individual clients | 73 |
| High-net-worth clients | 15 |
| Accounts managed | 184 |
| Employees | 3 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 336847 |