Nexus Wealth Advisors, LLC

Nexus Wealth Advisors, LLC (CRD# 168775) is a financial advisory firm headquartered in Santa Cruz, CA. They manage $43,035,118 in 381 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    381
    ACCOUNTS
  • Average Account Value
    $112,953
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Nexus Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Lance A. Wexler
CRD#: 2543364
365-b Lake Avenue, Santa Cruz, CA 95062
100
Wealthminder
score

Lance Wexler (CRD# 2543364) is an Investment Advisor Representative working at Nexus Wealth Advisors, LLC in Santa Cruz, CA and has over 21 years of experience in the finance industry.

 

Through comprehensive financial planning and fee-only investment management, we help people get clarity about their financial future and put in place actionable strategies to improve their results.  

We help individuals, business owners, pre-retirees, and retirees strip the stress from money and the future so they can focus on living life fully and doing what they love. A locally owned company, Nexus Wealth Advisors was created with the intent of crafting a financial services firm that provides clients with clarity, coordination, transparency, and exceptional care around preserving and growing wealth.  Our vision is that our work generates ripples of peace, prosperity, and capacity for love and positive change in our community.

As "fiduciary" advisors, we operate under a different and higher standard of responsibility to clients than any other type of financial advisor. As an independent registered investment advisor (RIA), we are not obliged, incented or restricted and instead are free to recommend financial and investment strategies that are purely in our clients' best interest.

Lance is a local business owner, family man, philanthropist, and ocean loving artist.

Lance was originally securities licensed in 1994 when he worked for Lincoln Financial Group. An entrepreneur at heart, Lance has created several companies including: American Life Solutions, Coastline Funding Group, and ROI By Design. Prior to forming Nexus Wealth Advisors in 2013, he was a financial advisor with Waddell & Reed, Inc.  There he excelled as a top producer earning a position in the exclusive Gold Medalist Program and Circle of Champions. Lance holds a degree in Economics from UCSC.

Lance lives in Scotts Valley with his wife and two children. He is honored to be board treasurer of both CASA of Santa Cruz County and The Coastal Watershed Council. He has a passion for nature, the ocean in particular, and is a member of the U.S. Coast Guard Auxiliary. His favorite activities include: exploring and discovering with his children, tennis, surfing, sculpting stone, and connecting with people.

 

2
Michael F. Meara
CRD#: 1317607
365-b Lake Avenue, Santa Cruz, CA 95062
96
Wealthminder
score

Michael Meara (CRD# 1317607) is an Investment Advisor Representative working at Nexus Wealth Advisors, LLC in Santa Cruz, CA and has over 32 years of experience in the finance industry. Michael Meara has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.