Nestor Vargas
Advisor at Alignpoint Wealth
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
Alignpoint Wealth
Location
Lakewood, CO 80226
Credentials
CFP®, Series 63, Series 66
Industry experience
15 years
About
Nestor Vargas is a CFP® with 14 years of industry experience, currently serving as the sole advisor at AlignPoint Wealth in Lakewood, CO. His prior roles include positions at Fidelity Brokerage Services and Green Mountain Planning, where he is also the owner. Vargas’s experience spans comprehensive financial planning and investment management. AlignPoint Wealth is an independent advisory firm focused on individuals, high-net-worth clients, and business owners. The firm offers diversified ETF and mutual fund portfolios based on Modern Portfolio Theory, emphasizing disciplined buy-hold-rebalance strategies and specialized services for business-owner needs such as equity-compensation planning and exit strategies.
Expertise
Based on Alignpoint Wealth
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
General retirement planning
Fee options
Annual flat fee range: $10,000 – $40,000 per household, paid quarterly in advance
$0 - $1,000,000: 1.5% annually $1,000,000+: 1.0% annually Any Value+: 0.35% annually (Personalized Portfolio Add-On)
$6,500 to $12,000 for Project-Based Financial Planning engagements (fixed fee)
Account minimum: $1,500,000
Location
355 S Teller St, Suite 200
Lakewood, CO 80226
Most active in
Nestor V has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
Work history
Origin Financial
2022 - Present (4 years)
Green Mountain Planning
2018 - Present (8 years)
Fidelity Brokerage services, LLC
2011 - 2018 (7 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.
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