Advisor at Nelson Financial Planning Services, LLC
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Firm
Nelson Financial Planning Services, LLC
Location
White Plains, MD
Credentials
CFP®
Industry experience
4 years
Frank Nelson is a CFP® professional with 14 years of experience at Nelson Financial Planning Services, LLC, an independent firm based in White Plains, MD. He has provided financial planning and consulting services since 2012. In addition to his advisory work, Nelson offers income tax preparation services. Nelson Financial Planning Services specializes in personal financial planning for individuals, corporations, trusts, estates, and charitable organizations. The firm employs a fundamental research approach and emphasizes tailored investment policy statements, non-discretionary account management, and extensive non-securities advice including tax preparation and business consulting.
Based on Nelson Financial Planning Services, LLC
Flat fees are quoted in most cases for financial planning and consulting
$0 - $250,000: 2% $250,000 - $500,000: 1.5% $500,000 - $1,000,000: 1% $1,000,000 - $2,000,000: 0.75% $2,000,000+: 0.5%
$225 per hour for financial planning and consulting
$2,500 annual retainer for financial planning and consulting
Fee-only: $225 per hour or $2,500 annual retainer for financial planning and consulting; often flat fees quoted
White Plains, MD
Maryland
Nelson Financial Planning Services, LLC
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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