Nexus Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Nexus Wealth Management is an independent advisory firm that serves individuals and high‑net‑worth clients with discretionary asset management, financial planning, and consulting. The firm provides investment management directly, recommends and monitors third‑party managers and platforms, and sponsors a wrap fee program that combines advisory services and transaction costs.
Nexus tailors strategies to each client’s goals, time horizon, and risk tolerance and documents those preferences in an investment policy statement, using fundamental, technical, and cyclical analysis as appropriate. The firm may employ long‑term, short‑term, trading, and options‑writing strategies, and it often delegates day‑to‑day portfolio management to independent managers while retaining ongoing monitoring and conducting annual reviews.
What distinguishes Nexus from many peers is its role as a wrap fee program sponsor, its affiliation with a parent insurance agency through which the firm’s principal offers insurance products, and its practice of hosting free educational seminars and workshops for the public — features that are relatively uncommon among similar independent advisors. The firm also frequently uses the Orion Portfolio Solutions platform for third‑party management and discloses and addresses conflicts that may arise from insurance commissions and referral arrangements.
Client services
Expertise
Fee options
Financial planning and consulting services offered on a fixed fee basis, $1,000 to $10,000.
$0 - $500,000: base fee per risk tolerance: Conservative - 1.00%, Moderate - 1.50%, Aggressive - 2.00% $500,001 - $1,000,000: base fee minus 0.15% reduction $1,000,001+: base fee minus 0.25% reduction
Account minimum: $5,000 Fee-only: Financial planning fixed fees ranging from $1,000 to $10,000, based on complexity and scope of services.
Main office
1545 Crossways Blvd., Suite 250
Chesapeake VA 23320
Advisors at this office
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
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