Erin Nelsen
Advisor at Asset Planning, Inc
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Asset Planning, Inc
Location
Los Alamitos, CA 90720
Credentials
CFP®, Series 65
Industry experience
17 years
About
Erin Nelsen is a CFP® and Series 65-licensed financial advisor with 17 years of industry experience. She has been with Asset Planning, Inc. since 2007. Asset Planning, Inc. provides personal financial planning and investment management to individuals, families, trusts, estates, and family businesses. The firm uses a strategic asset allocation approach combining passive index/ETF exposure with selected active funds, dividend-paying equities, and individual bonds, tailoring portfolios on a client-by-client basis.
Expertise
Based on Asset Planning, Inc
General retirement planning
General tax planning
Cash flow / budgeting
Wealth management
College savings (529s, UTMA, etc.)
Fee options
Fixed fees for financial planning services may be charged; a deposit equal to one hour may be required
$0 - $500,000: 1.00% $500,000+: Negotiable, potentially lower than 1.00%
$250 to $500 per hour depending on associate and complexity
Account minimum: $500,000 Fee-only: Hourly rates from $250 to $500 per hour for financial planning services
Location
4281 Katella Avenue, Suite 203
Los Alamitos, CA 90720
Most active in
Erin N has reported serving >5 clients in these states in the last 12 months.
California
Work history
Asset Planning, Inc
2007 - Present (19 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Nelson W
Series 65
Los Alamitos, CA
Open Square Capital, LLC
Linda W
CFP®, Series 63, Series 65
Long Beach, CA
Linda A. Walker, CFP
Stephen K
Series 63, Series 65
Cerritos, CA
Sierra Madre Partners LLC
Amr E
Series 65
Irvine, CA
AM Wealth Solutions, LLC
Kevin H
Series 65
Cerritos, CA
Summit Gates Capital
Brian S
CFP®, ChFC®, Series 63, Series 65
Costa Mesa, CA
Capital Planning Group, LLC
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