NEXUS ONE FINANCIAL ADVISORS LLC
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 336809
- Registered since
- September 15, 2025
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI62.6%
- Individuals37.4%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Nexus One Financial Advisors LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (2025) and owned by a mix of a domestic entity and an individual. Its client focus is individuals and families, with advisory services centered on financial planning and portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM charges alongside hourly and fixed-fee engagements. The adviser does not identify as an active ESG investor, is not positioned as a pension consultant or capital allocator, and reports no related-adviser affiliations.
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%
Owners & executives
1 of 1PAUL HOFLAND
Chief Executive OfficerCRD 6189197
Contacts
3 of 6Julianne Hoerman
Financial AdvisorCRD 8201371
Christopher Mortara
Vice PresidentCRD 2858346
DOUGLAS BARTOL
PrincipalCRD 1644452
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plano, TX
COLLIN
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- COLLIN
- Address
- 5060 Tennyson Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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