A complete list of active advisors currently associated with NerdWallet Wealth Partners, LLC
Warmer can help you find a great advisor at NerdWallet Wealth Partners, LLC or one who fits your needs even better.
NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser that serves individual and high-net-worth clients as well as certain charitable organizations through discretionary investment management and integrated financial planning. The firm operates as a team (14 advisors) managing roughly $263 million in discretionary assets and offers portfolio construction, goal-based planning, and access to alternative investments for eligible clients. The firm primarily implements passive, asset-class-weighted portfolios informed by fundamental analysis and provides ongoing monitoring with at least annual account reviews; comprehensive financial planning is delivered as part of its investment management services. For specialized mandates NWWP engages third-party sub-advisers — currently Ethic, Inc. for an ESG model strategy and SyntheticFi for an options-based synthetic-loan borrowing strategy — and uses approved AI tools for certain operational and client-service functions under human oversight. NWWP is an indirect subsidiary of NerdWallet, Inc. and operates alongside affiliated entities (including NerdWallet Advisory LLC), and the parent’s referral and lead-generation activities — where NerdWallet or affiliates may receive referral fees, advertising revenue, or other compensation — are disclosed as potential conflicts of interest. The firm discloses that sub-adviser-managed strategies carry separate third-party fees (which clients pay in addition to NWWP’s advisory fee) and that assets managed by sub-advisers are included in NWWP’s advisory-fee calculations; it has also discontinued its standalone planning product and folded planning into its managed-account offering.
To learn more about the advisors currently working at NerdWallet Wealth Partners, 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.
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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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