Nest Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Nest Financial serves individual clients — including high‑net‑worth households — as well as pension plans and nonprofit organizations, providing asset management, ongoing portfolio supervision, financial planning, and estate‑planning package services. The firm manages approximately $45 million in client assets and offers both continuous discretionary portfolio management and project‑based planning engagements.
The firm’s investment process blends fundamental analysis with technical methods, including charting, and employs both long‑term and short‑term strategies tailored to clients’ income, net worth, risk tolerance, and any account restrictions. Asset management is delivered on a discretionary basis with at least semiannual reviews and regular reporting to clients.
A notable disclosure in the brochure describes a past FINRA disciplinary matter involving an owner that the firm characterizes as non‑client‑related; the firm indicates that client‑facing activities are handled by its other registered representatives. Nest also emphasizes estate planning support beyond typical advisory services — coordinating with external estate‑planning attorneys and vendors and providing post‑death transfer assistance for managed assets — which distinguishes its service mix from many peers.
Client services
Expertise
Fee options
$5,000-$10,000 for financial planning and consulting; $700 per client for will-based estate planning package; $3,500 per trust for trust-based estate planning package
$0 - $499,999: 1.25% $500,000 - $4,999,999: 1.10% $5,000,000+: 1.00%
$350 per hour for financial planning and consulting services
Account minimum: $500,000
Main office
310 Comal Street
Austin TX 78702
Advisors at this office
2
Most active in
Ohio · Texas
Also doing business as
Insurance Broker · Nest Financial LLC · Registered Representative Of A Broker Dealer
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
Quick links
Advisors at this firm
Sean M
CFP®, Series 63
Austin, TX
Nest Financial LLC
Sean Mcdougle is a CFP® with 14 years of industry experience, currently affiliated with Nest Financial LLC in Austin, TX. He has held roles at Union Capital Company, 360 Wealth Management LLC, LPL Financial, and Lewin Wealth / Merit Wealth Advisors. His credentials include the Series 63 license. Nest Financial LLC serves individual clients—including high-net-worth households—pension plans, and nonprofit organizations, providing asset management, ongoing portfolio supervision, financial planning, and estate-planning package services. The firm manages approximately $45 million in client assets and utilizes a blend of fundamental and technical investment approaches tailored to clients’ specific needs.
Gloria P
Series 65
Austin, TX
Nest Financial LLC
Gloria Park is a financial advisor at Nest Financial LLC in Austin, TX, holding a Series 65 credential with six years of industry experience. She has been with Nest Financial and its related entities since 2015 and previously worked at Sagepoint Financial, Inc. She also owns and operates a retail apparel business in San Antonio, TX. Nest Financial serves individual clients, pension plans, and nonprofit organizations by providing asset management, financial planning, and estate-planning services, utilizing a blend of fundamental and technical investment strategies tailored to client needs.
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