A complete list of active advisors currently associated with Nelson Financial Planning Services, LLC

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

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.

To learn more about the advisors currently working at Nelson Financial Planning Services, LLC, 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.