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Nested Financial & Tax Planning

Updated today

Client assets under management

$4,412,652

Clients

9

33% high-net-worth

Advisors

1

of 1 employees

Firm type

Independent

1 advisor with up to 2 employees

Clients per advisor

9

Low

Average account size

$490,295

About

Nested Financial & Tax Planning provides financial planning, investment management, wealth management, and tax return preparation for individual and high-net-worth clients. The firm reports managing roughly $4.4 million across nine client relationships and offers both comprehensive and project-based planning engagements.

The firm develops individualized investment policies and asset-allocation targets, combining passive and active strategies and monitoring accounts on a quarterly basis; it acts with discretionary trading authority for clients who grant it. Socially responsible investing options are available on request, and clients may impose reasonable investment restrictions in writing.

Unlike many independent advisors, Nested Financial is fee-only but does not rely on percentage-of-assets-under-management billing; it uses fixed-fee and hourly structures (including an annual fixed fee for ongoing wealth management paid monthly) and offers tax return preparation as a supported service. The firm’s principal holds CFP® and Enrolled Agent credentials, and wealth-management services are typically offered in the context of a prior comprehensive financial plan.

Client services

Financial planning Portfolio management

Expertise

Business sale tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)

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Fee options

Fixed

Fixed fees for Project-Based Financial Planning range from $1,000 to $30,000; Comprehensive Financial Plan fee from $3,000 to $30,000; Wealth Management Services charged as fixed annual fees

Project-based

$400 per hour for Project-Based Financial Planning

Other

Account minimum: $200,000 Fee-only: Comprehensive Financial Plan: $3,000 - $30,000 (negotiable); Project-Based Financial Planning: Fixed fee $1,000 - $30,000 or hourly $400/hour; Wealth Management Services: Annual fixed fee $3,000 - $18,000 paid monthly in arrears; Tax Return Preparation: fees vary by complexity and negotiated

Main office location

Nested Financial & Tax Planning

Palm Harbor FL, United States

Number of offices

1

Most active in

Florida

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Robin S

CFP®, EA

Palm Harbor, FL

Nested Financial & Tax Planning

You’re making good money. So why does it still feel like you’re always behind? You’re the one everyone depends on. You manage the bills, the schedules, the big decisions and somehow still lie awake wondering if you’re missing something. On the outside, it looks like you’ve got it together. But inside? Money still feels stressful. Disorganized. Like one more thing you should’ve figured out by now. You don’t just want things “under control.” You want space to enjoy your life. To book the trip. To say yes without guilt. To feel steady and secure and have fun along the way. That’s where I come in. I work with women who manage the money in their households, including many in the LGBTQIA+ community, and create a safe, judgment-free space for honest conversations about what’s really going on with your finances. Through my Financial Happiness Method, I help you sort through the chaos, clear the mental clutter, and build a rhythm that actually supports your life not someone else’s idea of what it should look like. Together, we: ✅ Get things organized so it finally feels manageable ✅ Build systems that support your values and your version of joy ✅ Make room for things that light you up not just what’s “responsible” ✅ Quiet the noise so you can focus on what matters most This isn’t about being perfect with money. It’s about feeling free, clear, and confident. It’s about dinners with people you love. Quiet weekends. Big dreams. Soft mornings. A little breathing room. A life that actually feels like yours. If you’re tired of carrying the weight of it all alone, I’ve got you.

Business sale tax planning Cash flow / budgeting College savings (529s, UTMA, etc.) Married/Couples/Partners LGBTQIA Women Professionals Gen Y/Millennials (Born 1980-1995)
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