Nest Egg Financial Advisors

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Client assets under management

$37,191,740

Clients

100% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$3,381,067

About

Nest Egg Financial Advisors is a two-advisor, fee-only registered investment adviser that serves individual clients (including both high-net-worth and non-high-net-worth households) and offers advisory services to retirement plans and other organizations. The firm provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and pension investment advisory services, including participant education when requested.

Portfolios are built primarily from institutional asset-class funds and managed with a long-term, asset-allocation approach that emphasizes diversification, periodic rebalancing, and staying invested for retirement and legacy objectives. The firm integrates values-based planning and behavioral finance concepts into its advice—reflecting a CFP® credential on the team and a behavioral-finance (BFA™) designation held by one principal—to address investor decision-making as part of implementation.

Compared with many peers, the firm operates with a small client roster relative to its reported assets under management, which supports a more customized service model and higher assets-per-client profile. It also maintains custodial relationships for access to institutional research, provides pension-plan consulting in addition to individual wealth management, and discloses that it does not combine multiple client orders into block trades, a practice that can affect transaction costs.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Retirement income strategy

Fee options

Percentage

$0 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $15,000,000: 0.60% $15,000,001 - $20,000,000: 0.50% $20,000,001 - $25,000,000: 0.40% $25,000,001 - $30,000,000: 0.35% $30,000,001+: 0.30%

Project-based

$300 per hour for stand-alone financial planning and consulting services, negotiable

Other

Account minimum: $15,000 annual fee minimum Minimum fee: $15,000 annual minimum fee, may be reduced or waived at discretion Fee-only: Fee-only basis for portfolio management and financial planning services

Main office location

Nest Egg Financial Advisors

Incline Village NV, United States

Number of offices

Most active in

California · Nevada

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 775-413-0468

Advisors at this firm

Lisa F

CFP®

Incline Village, NV

Nest Egg Financial Advisors

Lisa Farrier is a CFP® professional with 10 years of industry experience. She has worked at Nest Egg Financial Advisors since 2018 and previously at Open Window Financial Solutions, Ltd. from 2013 to 2016. From 2016 to 2019, she operated a bookkeeping business. Nest Egg Financial Advisors is a fee-only registered investment adviser serving individual clients, including both high-net-worth and non-high-net-worth households, as well as retirement plans and other organizations. The firm uses a long-term, asset-allocation approach focused on diversification and behavioral finance concepts to support customized portfolio management and financial planning.

General retirement planning Retirement income strategy

John E

Series 65

Incline Village, NV

Nest Egg Financial Advisors

John Ekin is a financial advisor at Nest Egg Financial Advisors in Incline Village, NV, holding a Series 65 designation with seven years of industry experience. He has been with Nest Egg Financial Advisors since 2018 and also operates Jack Ekin Physics Consulting, a business he has managed since 2013. Nest Egg Financial Advisors is a fee-only registered investment adviser with two advisors, serving individual clients and organizations through discretionary and non-discretionary portfolio management, comprehensive financial planning, and pension investment advisory services. The firm emphasizes a long-term, asset-allocation approach using institutional asset-class funds and integrates values-based planning and behavioral finance concepts into its advice.

General retirement planning Retirement income strategy

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