TOM C. Nelson, PHD, Cfp(r) Personal Financial Consultant

TOM C. Nelson, PHD, Cfp(r) Personal Financial Consultant at a glance

• One of 336 fee-only firms based in Colorado in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 25 individual clients, 15 of them high net worth.

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

Facts

TOM C. Nelson, PHD, Cfp(r) Personal Financial Consultant fees

TOM C. Nelson, PHD, Cfp(r) Personal Financial Consultant 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 (1)

• Tom Nelson

  CFP