Nest Egg Financial Advisors
RIAState Registered
Total AUM
$37.2M
Discretionary
$35.7M
96% of AUM
Avg account
$341K
Accounts
109
Employees
2
Advisory reps
2
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
FINTRXOverview
Nest Egg Financial Advisors is an independent, individual-owned LLC that serves mostly individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. Its compensation blends a percentage-of-assets model with hourly billing. The adviser is state-registered in California and Nevada and operates as a small, locally focused RIA rather than a multi-state or capital-allocating platform.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds56%
- Exchange Traded Equities34%
- Cash & Cash Equivalents9%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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