NEXUS ONE FINANCIAL ADVISORS LLC

RIASEC RegisteredEst. 2025
Total AUM
$552M
Discretionary
$552M
100% of AUM
Avg account
$332K
Accounts
1,661
Employees
10
Advisory reps
7

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • PAUL HOFLAND

    Chief Executive OfficerCRD 6189197

Contacts

3 of 6
  • Julianne Hoerman

    Financial AdvisorCRD 8201371

  • Christopher Mortara

    Vice PresidentCRD 2858346

  • DOUGLAS BARTOL

    PrincipalCRD 1644452

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth