Nexten FP
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides wealth management and financial planning services to individuals and high-net-worth individuals, delivering continuous discretionary portfolio management and optional project-based financial plans. It is a fee-only independent adviser that registered in 2025 and reported no assets under management as of November 12, 2025.
Its investment approach emphasizes asset allocation grounded in Modern Portfolio Theory, using a mix of passive and active strategies and offering socially responsible investing options when requested. The firm constructs and manages portfolios using model platforms and outside managers, including participation in Schwab’s model portfolio platform and Altruist’s Model Marketplace with the ability to create custom models and access tax-management tools.
Noteworthy differences from many peers include the firm’s receipt of separate revenue from the sale of a financial-education book—an “other financial product” activity that the brochure identifies as distinct from its fee-only advisory compensation. The firm also requires clients to custody accounts at Altruist or Schwab and executes trades on an individual-account basis rather than aggregating block trades, practices that may influence trade execution and implementation compared with other advisers.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.25% $500,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.90% $5,000,001+: 0.80%
Fee-only: Fixed fees for Project-Based Financial Planning range from $0 to $10,000, negotiable.
Main office
Hingham MA
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Nexten Fp · Nexten Fp LLC
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)