Nelson Financial Planning Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Nelson Financial Planning Services provides personal financial planning and consulting to individuals, corporations, trusts, estates and charitable organizations. Services described in the brochure include portfolio advisory and trade execution for fixed‑income and equity securities, written financial plans, tax preparation and planning, insurance guidance, and general financial management.
The firm describes a fundamental research approach that considers economic conditions, earnings, industry outlook, valuations, interest rates and company management, and it uses third‑party research sources such as Morningstar. It tailors individualized written investment policy statements to client objectives and risk tolerance and manages client accounts on a non‑discretionary basis; the brochure also notes the firm currently reports no assets under management.
Compared with many peers, the firm operates with a very small client roster (five clients) and devotes a large portion of its time to non‑securities advice (about 80% per the brochure), including tax preparation and business consulting, and makes itself available for evening and weekend meetings. Additional distinguishing practices include quarterly in‑depth written reviews with accounting and cash‑flow reporting, an explicit prohibition on accepting commissions or soft‑dollar benefits, and a stated policy of not taking custody or voting proxies for client accounts.
Client services
Fee options
Flat fees are quoted in most cases for financial planning and consulting
$0 - $250,000: 2% $250,000 - $500,000: 1.5% $500,000 - $1,000,000: 1% $1,000,000 - $2,000,000: 0.75% $2,000,000+: 0.5%
$225 per hour for financial planning and consulting
$2,500 annual retainer for financial planning and consulting
Fee-only: $225 per hour or $2,500 annual retainer for financial planning and consulting; often flat fees quoted
Main office
White Plains MD
Advisors at this office
1
Most active in
Maryland
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.
Forms ADV
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