Advisor at Nest Financial Planning, LLC
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Firm
Nest Financial Planning, LLC
Location
Hood River, OR
Credentials
CFP®, Series 63, Series 66
Industry experience
14 years
Robert Severdia is a CFP® professional with 14 years of experience in financial advising. He is the principal of Nest Financial Planning, LLC in Hood River, OR, where he has worked since 2022. Prior to founding his firm, he held roles at Cross Financial Advisors, LLC and LPL Financial LLC. Nest Financial Planning provides investment management and comprehensive financial planning to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm emphasizes individualized investment policies and asset allocation, favoring passive management through index mutual funds and ETFs, and offers participant education and workshops as part of its employee benefit plan services.
Based on Nest Financial Planning, LLC
Based on Nest Financial Planning, LLC
Financial plan development fees range from $2,500 to $10,000; ongoing financial planning fees between $2,400 and $12,000 annually; project-based financial planning fees up to $10,000
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $5,000,000: 0.50% annually $5,000,001+: Negotiable
$250 per hour for financial planning services or hourly work on early termination
Hood River, OR
Oregon · Washington
Nest Financial Planning, LLC
2022 - Present (4 years)
Cross Financial Advisors, LLC
2017 - 2022 (5 years)
LPL Financial
2015 - 2022 (7 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
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Bank
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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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