Dana Nelson
Advisor at Truetide 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
Truetide Wealth
Location
Lafayette, CA
Credentials
CFP®, Series 65
Industry experience
20 years
About
Dana Nelson is a CFP® and Series 65 credentialed financial advisor with 20 years of industry experience. He is the principal of Truetide Wealth, LLC, an independent firm he founded in 2018, and has been associated with Bell Investment Advisors, Inc. since 2003. In addition to his advisory role, Nelson provides consulting services to investment adviser representatives at Bell Investment Advisors. Truetide Wealth offers discretionary investment management and financial planning services to individual clients and entities, focusing on customized investment policies that combine fundamental, technical, and cyclical analysis. The firm operates as a solo practice with a small client base and employs both passive and active strategies tailored to client goals and risk tolerance.
Expertise
Based on Truetide Wealth
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
Fixed fee ranging between $500 and $10,000 for project-based financial planning
$0 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $3,000,000: 0.50% $3,000,001+: 0.30%
$200 per hour
Account minimum: $500,000
Location
Lafayette, CA
Most active in
Dana N has reported serving >5 clients in these states in the last 12 months.
California
Work history
Truetide Wealth, LLC
2018 - Present (8 years)
Dana Nelson
2011 - Present (15 years)
Bell Investment Advisors, Inc.
2003 - Present (23 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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