Nest Egg Financial Advisors

RIASEC Registered

Total AUM

$37.2M

Discretionary

$35.7M

96% of AUM

Avg account

$341K

Accounts

109

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 297602
Website: nesteggfa.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, T. ROWE PRICE INVESTMENT SERVICES, INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, TRANSAMERICA CAPITAL, LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI98.63%
Individuals1.37%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Nest Egg Financial Advisors is an independent, individual-owned RIA organized as an LLC that serves mainly individuals and families. The firm combines financial planning with portfolio management for individuals and small businesses, and it also provides pension consulting. Its client-fee mix includes asset-based fees and hourly charges. The adviser does not self-identify as an ESG investor and is not registered as a multistate adviser. The firm’s operating footprint and advisory activities suggest a small, client-focused practice that emphasizes discretionary portfolio management alongside planning engagements. SEC registration year is not listed in the available data.