NEST FINANCIAL PLANNING, LLC

NEST FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 317587). Regulatory assets under management: $46.1M.

Registration

• CRD: 317587
• Type: Registered investment adviser
• Phone: 5037899411
• Latest filing: 2026-03-18
• Regulatory AUM: $46.1M
• Discretionary AUM: $39.8M
• Non-discretionary AUM: $6.3M
• Clients: 2
• Accounts: 71

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317587 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search