Nest Financial LLC

Nest Financial serves individual and high‑net‑worth clients and also accepts pension and nonprofit accounts, providing tailored wealth management and planning services. Its offerings include ongoing asset management, comprehensive financial planning, and an estate‑planning package that coordinates with outside attorneys and specialized providers.

The firm manages roughly $30.5 million in client assets and provides discretionary portfolio management alongside one‑time and ongoing planning engagements, with fees generally assessed as a percentage of assets under management. Investment analysis combines fundamental and technical methods, and the firm employs both long‑ and short‑term strategies tailored to client objectives and risk tolerances; custody is typically maintained through Folio Institutional.

The firm’s brochure discloses a 2015 FINRA disciplinary action involving a former principal—a non‑client‑related paperwork issue that resulted in a fine and suspension—and that individual has been removed as an investment adviser representative, with current client‑facing representatives reported as having no disciplinary history; such disclosure events are uncommon among peers. Other notable operational features include packaged estate‑planning support (with an estate transfer fee upon distribution), a policy of not voting client proxies, and semiannual individual account reviews.