A complete list of active advisors currently associated with Nexus One Financial Advisors LLC

Warmer can help you find a great advisor at Nexus One Financial Advisors LLC or one who fits your needs even better.

Nexus One serves high‑net‑worth individuals, families, trusts, estates, businesses and retirement plans, providing wealth management, financial planning, family office services and retirement‑plan advisory including both non‑discretionary 3(21) oversight and discretionary 3(38) management. The firm delivers discretionary portfolio management and may implement client strategies using independent managers or by retaining legacy positions when appropriate. Investment programs are constructed primarily with low‑cost, diversified mutual funds and ETFs but may include individual stocks, bonds and structured notes as needed, and the firm uses both fundamental and technical analysis in its decision making. Portfolios are generally long‑term focused, although Nexus One will make shorter‑term trades for rebalancing, tax management or client cash needs and allows clients to place reasonable investment restrictions. Noteworthy aspects include the firm’s recent formation in 2025 combined with about $552 million in discretionary AUM and a small advisory team servicing roughly 685 clients, and its explicit offering of family office services alongside retirement plan 3(38) solutions. The brochure also discloses that Nexus One participates in an institutional relationship with Pershing that provides technology and launch support, and that some advisory personnel are separately registered representatives or licensed insurance producers — potential conflicts the firm states are managed through disclosure and internal policies.

To learn more about the advisors currently working at Nexus One Financial Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.