NestEgg Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
NestEgg Advisors, Inc. provides discretionary investment management, financial planning and consulting to individuals, high net worth individuals, trusts, estates, businesses and retirement plans. The firm reports $272,745,355 in assets under management, supports three advisors and delivers portfolio construction using mutual funds and ETFs, and, when appropriate, individual stocks, bonds and options.
The firm emphasizes a client-specific process that begins with identifying goals, risk tolerance and financial circumstances and applies fundamental analysis to construct primarily long-term portfolios, while allowing shorter-term trades for rebalancing or client needs. NestEgg also offers standalone financial planning, periodic client reporting, and educational workshops and seminars as part of its service mix, and it acts as a fiduciary in client engagements.
Two features that distinguish NestEgg from many peers are its sponsorship of a wrap fee program (described in Appendix 1) that bundles securities transaction costs, custodial and administrative expenses into a single asset‑based advisory fee (with total program costs varying by trading activity), and its practice of providing periodic client communications and educational offerings alongside portfolio management. The firm also discloses an institutional relationship with Charles Schwab that provides certain technology and support benefits to the advisor, which the firm states may create economic incentives that are managed under its disclosure and compliance program.
Client services
Expertise
Fee options
Flat fees for financial planning workshops, courses, and seminars ranging from $25 to $150 per person
Up to 1.25% annually, negotiable based on assets, complexity, and other factors
Certain advisory persons are registered representatives earning commissions on securities sales; insurance product commissions also earned separately
Financial planning fees based on hourly rates for terminated engagements, billable for actual hours worked
Account minimum: $250,000 Minimum fee: Minimum annual fee size of $3,000, which equates to ~$250,000 account minimum Fee-only: Standalone financial planning services up to $10,000 per engagement; fees negotiable
Main office
330 Motor Parkway
Hauppauge NY 11788
Advisors at this office
3
Most active in
Florida · New Hampshire · New York
Also doing business as
Branch Retirement And Estate Planning, Ltd. · Nestegg Advisors, Inc.
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.
Quick links
Advisors at this firm
Daniel L
CFP®, Series 65, Series 63
Hauppauge, NY
NestEgg Advisors, Inc.
Daniel Larsen is a CFP® with 12 years of experience in the financial industry. He is currently affiliated with NestEgg Advisors, Inc. and has held roles at American Portfolios Financial Services, Inc., CETERA Advisor Networks LLC, and LPL Financial, LLC. Larsen is also involved in insurance sales, dedicating part of his professional time to this activity. NestEgg Advisors, Inc. provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on client-specific portfolio construction using mutual funds, ETFs, and, when appropriate, individual securities, while offering financial education and acting as a fiduciary in client engagements.
Buddy L
CFP®, ChFC®, Series 63, Series 65
Hauppauge, NY
NestEgg Advisors, Inc.
Buddy Levy is a CFP® and ChFC® with 32 years of experience in the financial industry. He has been a principal at NestEgg Advisors, Inc. since 1996 and has held roles at OSAIC and American Portfolios Advisors, Inc. Additionally, he is licensed to recommend life, disability, and long-term care insurance products. NestEgg Advisors, Inc. provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a client-specific process focused on long-term portfolio construction using mutual funds, ETFs, and individual securities, while also offering educational workshops and acting as a fiduciary in client engagements.
Evan L
CFP®, Series 63, Series 65
Hauppauge, NY
NestEgg Advisors, Inc.
Evan Levy is a CFP® professional with 12 years of experience in the financial services industry. He is currently with NestEgg Advisors, Inc., where he has worked for seven years, and has prior experience at Morgan Stanley, Bank of America, and Merrill. In addition to his advisory role, Levy operates a sole proprietorship providing insurance to clients upon request. NestEgg Advisors, Inc. offers discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans, focusing on long-term portfolio construction with a client-specific approach and educational support.
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