Nash Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Nash Financial Planning provides fee‑only financial planning and investment management to a range of clients, including individuals (both non‑HNW and high‑net‑worth), trusts, charitable and nonprofit organizations, and business entities. Services are offered as standalone financial planning, project‑based engagements, or ongoing discretionary portfolio management, and the firm does not impose a minimum account size.
The firm emphasizes an integrated planning process that begins with a detailed assessment of goals and typically delivers an initial plan within six to eight weeks, with periodic follow‑up reviews. Investment management is built around strategic asset allocation using low‑cost index funds and ETFs, with discretionary authority to rebalance and a custodial relationship with Altruist that supports limited fee deduction from client accounts.
Founded in 2026 and operated by a sole owner with a professional healthcare background who has passed the Series 65 and is completing CFP coursework, the firm combines an atypical advisor background with a formal planning practice. Nash Financial Planning uses several features that are uncommon for a firm of its size—hourly and project‑based planning arrangements alongside asset‑based advisory services, and an explicit willingness to serve charitable organizations and business clients—while not participating in wrap programs or advising private funds.
Client services
Expertise
Fee options
$0 - $500,000: 1.1% $500,001 - $3,000,000: 0.8% $3,000,001+: 0.6%
$300 per hour for financial planning and project-based planning.
Fee-only: Hourly fee for financial planning: $300/hour; Annual financial planning fees typically range from $3,000 to $9,000; Fees are negotiable.
Main office
Spokane WA
Advisors at this office
1
Most active in
Washington
Also doing business as
Kelsey Suzanne Nash · Nash Financial Planning
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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