Nest Financial Planning, LLC

Overview

Nest Financial Planning, LLC is an independent registered investment adviser that focuses on individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses, offers pension consulting-related services, and runs educational seminars and workshops. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements, which supports both ongoing advisory relationships and project-based planning work. Investment activity centers on publicly available pooled vehicles as the core of client portfolios, with an allocation program that incorporates external managers for real estate exposure. Nest Financial Planning is not positioned as a broad capital allocator; instead it relies on third-party fund managers and mutual fund strategies to construct diversified portfolios. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices