A complete list of active advisors currently associated with Tom C. Nelson, PhD, CFP(R) Personal Financial Consultant

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The firm provides fee-only, hourly financial planning and investment advice primarily to individual clients, and will also work with trusts, estates, charitable organizations and small-business entities as needed. It operates on a strictly consultative basis and does not manage, custody, or trade client assets or sell commission products. The adviser follows CFP Board financial planning practice standards, offering services such as cash-flow forecasting, scenario analysis, retirement and tax planning, asset-allocation guidance, and investment recommendations typically limited to low-cost index mutual funds and ETFs. Engagements are project-based and educational in nature, with implementation and ongoing monitoring generally outside the scope of services so clients can choose to manage their own portfolios. Distinctive features include a very small, solo-practitioner practice (about 25 clients) led by a long-standing CFP professional with a doctoral academic background in finance and experience developing university financial planning programs, which shapes an education-oriented consulting approach. Compared with most independent advisers that commonly manage client assets and charge percentage-of-AUM fees, this firm’s model is uncommon in that it provides only hourly planning consultations and asserts no discretionary authority, custody, or performance-based compensation.

To learn more about the advisors currently working at Tom C. Nelson, PhD, CFP(R) Personal Financial Consultant, 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.