A complete list of active advisors currently associated with Nash Financial Planning

Warmer can help you find a great advisor at Nash Financial Planning or one who fits your needs even better.

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.

To learn more about the advisors currently working at Nash Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Kelsey Nash	Spokane, WA	0

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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