Nexus One Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Nexus One Financial Advisors LLC is an SEC‑registered advisory firm that serves high‑net‑worth individuals, families, trusts, estates, businesses and retirement plans, offering discretionary wealth management, portfolio management, and related financial planning and family‑office services. Like many team firms, it manages individual client portfolios and charges advisory fees based on assets under management while using diversified mutual funds and ETFs as core holdings.
The firm emphasizes customized, predominantly long‑term portfolio construction informed by fundamental and technical analysis, but it will trade or reallocate more short‑term where client objectives or market conditions warrant. Nexus One may incorporate individual stocks, bonds, structured notes, alternative investments, and unaffiliated independent managers, and it uses third‑party access platforms to aggregate or manage held‑away assets (stating the firm bears the platform cost rather than charging clients).
Distinctive aspects include its recent formation in 2025 combined with a comparatively large discretionary AUM (about $552 million) across a six‑advisor team, which is atypical for a newly founded small team. The brochure also discloses that some advisory personnel operate separately as registered representatives and licensed insurance producers (receiving commission compensation outside advisory fees) and that the firm maintains an institutional relationship with Pershing that provides technology, research and launch support.
Client services
Expertise
Occupation focus
Fee options
$0+: 1.85% annually +: 0.50% annually
Advisory Persons may earn commissions separately as Registered Representatives or insurance professionals; these are separate from advisory fees.
Main office
5060 Tennyson Pkwy, Suite 300
Plano TX 75024
Advisors at this office
6
Most active in
Texas
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.
Advisors at this firm
Terry B
Series 63, Series 66
Plano, TX
Nexus One Financial Advisors LLC
Terry Bussard is a financial advisor at Nexus One Financial Advisors LLC in Plano, Texas, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Retirement Planners of America for 15 years before joining Nexus One in 2025. Nexus One Financial Advisors LLC is an SEC-registered firm serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm provides discretionary wealth and portfolio management with a focus on customized, predominantly long-term portfolio construction using diversified mutual funds and ETFs, while also incorporating a range of other investments and third-party platforms.
Paul H
Series 63, Series 65
Plano, TX
Nexus One Financial Advisors LLC
Paul Hofland is a financial advisor with Nexus One Financial Advisors LLC in Plano, TX, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. His prior roles include positions at Retirement Planners of America and NYLife Securities LLC. He is also a licensed insurance agent, spending a portion of his time on insurance sales and implementation. Nexus One Financial Advisors LLC serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans with discretionary wealth management, portfolio management, and financial planning. The firm emphasizes customized, long-term portfolio construction using diversified mutual funds, ETFs, and other investment vehicles, and manages about $552 million in assets across a six-advisor team.
Evan D
Series 65
Plano, TX
Nexus One Financial Advisors LLC
Evan Daniels is a financial advisor at Nexus One Financial Advisors LLC in Plano, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Nexus One, he worked at Quantum Lending Corp. for five years and was employed at the YMCA of the USA and Chick-Fil-A. Nexus One Financial Advisors LLC is an SEC-registered advisory firm serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary wealth management and financial planning services, emphasizing customized, predominantly long-term portfolio construction using diversified mutual funds and ETFs, while also incorporating individual stocks, bonds, and alternative investments as appropriate.
David M
Series 65
Plano, TX
Nexus One Financial Advisors LLC
David Mott is a financial advisor at Nexus One Financial Advisors LLC in Plano, TX, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Retirement Planners of America and Ball DPF, LLC. He joined Nexus One Financial Advisors in 2025. Nexus One Financial Advisors LLC is an SEC-registered advisory firm serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary wealth management and financial planning, focusing on customized, predominantly long-term portfolio construction using diversified mutual funds and ETFs, while also incorporating individual securities and alternative investments when appropriate.
Douglas B
CFP®, ChFC®, Series 63, Series 65
Plano, TX
Nexus One Financial Advisors LLC
Douglas Bartol is a financial advisor at Nexus One Financial Advisors LLC in Plano, TX, holding the CFP® and ChFC® designations with 29 years of industry experience. Before joining Nexus One in 2025, he worked for Retirement Planners of America for 14 years. Bartol is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation. Nexus One Financial Advisors LLC is an SEC-registered firm serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm provides discretionary wealth management and financial planning, emphasizing customized, long-term portfolio construction with diversified mutual funds and ETFs, while also incorporating individual securities and alternative investments as appropriate.
Julianne H
Series 65
Plano, TX
Nexus One Financial Advisors LLC
Julianne Hoerman is a financial advisor with Nexus One Financial Advisors LLC in Plano, TX. She holds a Series 65 designation and has been in the financial advisory industry since 2023. Prior to entering finance, she spent over a decade with Rodan + Fields Dermatologist and two decades with Shaklee. Nexus One Financial Advisors LLC is an SEC-registered firm serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary wealth management and financial planning, using predominantly long-term, customized portfolio strategies that incorporate diversified mutual funds, ETFs, and other investment vehicles.
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