Advisor at Desert Financial Planning
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
Desert Financial Planning
Location
Palm Desert, CA
Credentials
CFP®, Series 63, Series 65
Industry experience
10 years
Nolan Saini is a CFP® with 10 years of industry experience, currently serving as the sole advisor at Desert Financial Planning since 2017. He previously worked at Ameriprise Financial Services and Global View Capital Management. Outside of his advisory role, Nolan provides educational tutoring to students ranging from elementary to college level. Desert Financial Planning is an independent firm offering fee-based investment management and comprehensive financial planning to individual investors, plan sponsors, trusts, estates, and charitable organizations. The firm employs a tactical allocation strategy and provides qualified retirement plan consulting, including fiduciary services under ERISA.
Based on Desert Financial Planning
Based on Desert Financial Planning
$40,000 - $150,000: 1.50% annually $150,001 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $2,500,000: 0.85% annually $2,500,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Account minimum: $40,000 Minimum fee: $50 per month for portfolios under $40,000 Fee-only: Inclusive annual fee for asset management and financial planning services based on asset tiers or $50/month flat fee for portfolios under $40,000
Palm Desert, CA
California
Desert Financial Planning
2017 - Present (9 years)
Global View Capital Management, Ltd.
2017 - 2017 (1 year)
Global View Capital Insurance, Ltd.
2017 - 2017 (1 year)
Ameriprise Financial Services, inc.
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
CFP®, Series 63, Series 66
Palm Desert, CA
Pamela Plick Wealth Management LLC
Series 63, Series 65
Indio, CA
George Hill Asset Management, LLC
CFP®, CFA®, Series 63
Rancho Mirage, CA
Stoke Capital
Series 65
Palm Springs, CA
Luke Capital
CFA®, Series 63, Series 65
Indio, CA
Coryell Capital Management
Series 63, Series 65
Palm Springs, CA
Anthony J. Mancini, I.A.
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