Advisor at Nvest Advisors, LLC
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.
Joshua Torgerson is a Series 65-licensed advisor at nVest Advisors, LLC with two years of industry experience. Prior to financial advising, he has held roles including Lead Instructor and Examiner at DriveSafe Driving School. nVest Advisors serves individual investors, high net worth clients, small businesses, and employer-sponsored retirement plans, offering fiduciary investment management and financial planning with an emphasis on risk aversion and data-driven strategies that combine passive ETFs and proprietary models. The firm operates primarily as a virtual practice and supports a range of custodians and plan advisory services.
Based on Nvest Advisors, LLC
Based on Nvest Advisors, LLC
All-In Financial Planning fees: Starter Plan $700, Comprehensive Plan $1400, Comprehensive + Business Plan $2800
$0 - $250,000: 1.40% $250,001 - $500,000: 1.20% $500,001 - $750,000: 1.10% $750,001 - $1,000,000: 1.00% $1,000,001+: 0.80%
$150 per hour billed in 15-minute increments
Fee-only: Financial planning hourly rate $150/hour billed in 15-minute increments; All-In financial planning fees: Starter Plan $700, Comprehensive Plan $1400, Comprehensive + Business Plan $2800; installment plans available for All-In plans.
Lakewood, CO
Colorado · Texas
DriveSafe Driving School
2020 - Present (6 years)
TSA
2019 - 2020 (1 year)
Adams County 27-J Public Schools
2018 - 2020 (2 years)
Danella Rental Systems
2018 - 2019 (1 year)
Chick Fil-A
2017 - 2018 (1 year)
303 Properties
2016 - 2017 (1 year)
Texas State Parks & Recreation
2014 - 2016 (2 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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