Be advised. This firm is no longer registered.

Nelson Financial Management, LLC

Nelson Financial Management, LLC (CRD# 158745) is a financial advisory firm headquartered in , . They manage $20,555,057 in 91 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $225,880
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, WA

Financial Advisors at Nelson Financial Management, LLC
No Advisor Found.
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