Nest Financial Planning, LLC

Nest Financial Planning, LLC (CRD# 317587) is a financial advisory firm headquartered in , . They manage $24,665,848 in 69 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.linkedin.com/in/robb-severdia-cfp%c2%ae-20646a9/
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $357,476
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR, WA

Financial Advisors at Nest Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert Severdia, financial advisor Hood River OR
Robert J. Severdia
CRD#: 2187656
Hood River, OR

Robert Severdia (CRD# 2187656) is an Investment Advisor Representative working at Nest Financial Planning, LLC in Hood River, OR and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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