Nexus One Financial Advisors LLC

Overview

Nexus One Financial Advisors LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registration year listed as 2025) and its ownership is a mix of a domestic entity and individual owners. Nexus One serves individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Its client billing uses a mix of percentage-of-AUM fees, hourly charges, and fixed fees. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser in the available filings.

Assets & Accounts

Public Holdings

Investments & Alternatives