Nvest Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$20,020,462
Clients
189
Advisors
3
across 3 offices
About
nVest Advisors, LLC provides fiduciary investment management and financial planning to individuals, families, trusts, small businesses, and employer-sponsored retirement plans. The firm also serves as a sub-adviser to unaffiliated RIAs and offers both discretionary and non-discretionary portfolio management and standalone planning services.
The firm combines fundamental analysis, quantitative modeling, and portfolio optimization to build pre-constructed risk-based models (Conservative to Aggressive) that are reviewed and rebalanced at least quarterly using automated tools and human oversight. nVest uses multiple custodians and platforms (Schwab, Betterment, Aspire, my529) and integrates platform features such as Betterment’s sub-advisory tools for certain accounts.
Compared with peers, nVest’s brochure highlights several atypical affiliations and activities: the CEO maintains an active life, health, and annuity insurance license to support planning conversations, and one investment adviser works part-time as a tax and bookkeeping professional at Craig Nieschwietz, PLLC. The firm also emphasizes ERISA 3(21)/3(38) fiduciary plan services, operates multiple consumer-facing websites (for example, co401k.com and cofiduciary.com), and positions itself to provide its models and sub-advisory services to other RIAs, a mix of marketing and platform relationships that is less common among similarly sized advisers.
Client services
Expertise
Occupation focus
Fee options
All-In Planning Packages starting at $700 with payment plan options
$0 - $250,000: Aspire Retirement Services: 1.40%, Betterment: 0.80%, Charles Schwab: 1.45%, my529: 0.50% $250,001 - $500,000: Aspire Retirement Services: 1.20%, Betterment: 0.70%, Charles Schwab: 1.25%, my529: 0.50% $500,001 - $750,000: Aspire Retirement Services: 1.10%, Betterment: 0.60%, Charles Schwab: 1.05%, my529: 0.50% $750,001 - $1,000,000: Aspire Retirement Services: 1.00%, Betterment: 0.50%, Charles Schwab: 0.85%, my529: 0.50% $1,000,001+: Aspire Retirement Services: 0.80%, Betterment: 0.30%, Charles Schwab: 0.35%, my529: 0.50%
$150 - $250 per hour, billed in 15-minute increments
Fee-only: Hourly rate $150-$250 per hour; All-In Planning Packages: Starter $700, Comprehensive $1,400, Comprehensive + Business $2,800 with installment options
Main office
See office6 S Tejon St, Suite 519
Colorado Springs CO 80903
Advisors at this office
1
Offices (3)
Most active in
Colorado · Kansas · Texas · Utah
Also doing business as
Nvest Advisors, LLC · Palo Alto Investments
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
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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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Advisors at this firm
Jeremy T
Series 66
Colorado Springs, CO
Nvest Advisors, LLC
Jeremy Torgerson is a financial advisor with nVest Advisors, LLC in Colorado Springs, CO, holding a Series 66 designation and 18 years of industry experience. He has worked at Sws Financial Services since 2011. nVest Advisors, LLC provides fiduciary investment management and financial planning services to individuals, families, trusts, small businesses, and employer-sponsored retirement plans. The firm uses a combination of fundamental analysis, quantitative modeling, and portfolio optimization to manage risk-based models, offering both discretionary and non-discretionary portfolio management as well as standalone planning services.
Joshua T
Series 65
Lakewood, CO
Nvest Advisors, LLC
Joshua Torgerson is a financial advisor at nVest Advisors, LLC with two years of industry experience. He holds a Series 65 designation and serves as Lead Instructor and Examiner at DriveSafe Driving School. Prior to his advisory role, he worked in various positions including at TSA and Adams County 27-J Public Schools. nVest Advisors, LLC provides fiduciary investment management and financial planning to individuals, families, trusts, small businesses, and employer-sponsored retirement plans. The firm utilizes a combination of fundamental analysis, quantitative modeling, and portfolio optimization to manage risk-based investment models, serving both direct clients and other registered investment advisers.
Moises R
Series 65
Los Fresnos, TX
Nvest Advisors, LLC
Moises Rodriguez is a Series 65-licensed advisor at nVest Advisors, LLC with two years of industry experience. He previously worked at Craig Nieschwietz & Associates and has earlier experience at Taso and Brehm, Havel & Co. nVest Advisors, LLC provides fiduciary investment management and financial planning to individuals, families, trusts, small businesses, and employer-sponsored retirement plans, utilizing a combination of fundamental analysis, quantitative modeling, and portfolio optimization to manage risk-based investment models. The firm also serves as a sub-adviser to other RIAs and offers both discretionary and non-discretionary management alongside standalone planning services.
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