A complete list of active advisors currently associated with Nelson Advisory Services, Inc.
Warmer can help you find a great advisor at Nelson Advisory Services, Inc. or one who fits your needs even better.
Nelson Advisory Services, Inc. (NAS) began offering advisory services in 2025 and provides investment management and financial planning through percentage‑of‑AUM, flat‑fee planning, and hourly planning arrangements. Although the firm’s brochure lists individuals, trusts, pension plans and other institutional clients as eligible, NAS reported $0 in assets under management and no client accounts as of September 1, 2025. The firm’s stated investment approach emphasizes diversification, consistency, and long-term track records, with a focus on large, dividend‑paying companies and a practice of screening for investments with at least a 20‑year verifiable history. NAS uses Morningstar analysis and portfolio overviews, generally operates on a non‑discretionary basis for AUM services, and may allocate portions of portfolios to third‑party or sub‑advisers for discretionary management. NAS’s brochure highlights several atypical features for a firm in this category: it is under common control with Nelson Ivest Brokerage Services (NIBS), its adviser representatives are also registered representatives of that broker‑dealer and are licensed to offer variable annuities, and insurance business is routed through a sister entity (Nelson Investment Planning Services). The firm also discloses selection of other advisers, occasional “trade away” activity using prime brokers, and identical compensation practices across its advisory and broker‑dealer activities—arrangements that the brochure notes can create potential conflicts and are managed through disclosure and internal procedures.
To learn more about the advisors currently working at Nelson Advisory Services, Inc., 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 |
|---|---|---|
Winter Park, FL
| 6
| |
Winter Park, FL
| 3
| |
Winter Park, FL
| 27
|
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