Steven C. Nelson, Cfp
RIASEC Registered
Total AUM
$1.7M
Discretionary
$1.7M
100% of AUM
Avg account
$75.1K
Accounts
22
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 130218
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Steven C. Nelson, Cfp operates as a sole-proprietorship adviser focused on individual and family clients. The practice combines financial planning and portfolio management for individuals and small businesses with insurance brokerage services. Fee arrangements include percentage-of-AUM billing alongside hourly and flat fees. The adviser does not identify as a multi-state firm, is not classified as a capital allocator, and does not indicate activity in ESG or pension consulting.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Contacts
1 of 1Steven Nelson
Sole ProprietorCRD 802142
Wealth 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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