GABE NELSON FINANCIAL, INC.

Overview

Gabe Nelson Financial, Inc. is an independent registered investment adviser run by Gabe Nelson. The firm serves both individual and institutional clients, concentrating on bespoke financial planning, portfolio management for individuals and small businesses, and pension consulting. Its advisory model mixes percentage-of-AUM billing with hourly fees, which supports both ongoing wealth management relationships and one-off planning engagements. Investment activity is heavily equity-focused. The firm prefers exchange-traded instruments and structures client portfolios around liquid, listed securities. It is not positioned as an ESG-first investor and operates as a single-state adviser rather than a multi-state platform. As an owner-operated, independent RIA, Gabe Nelson Financial appears to emphasize direct portfolio construction and discretionary management alongside financial planning work.

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Location & Offices