Nest Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$46,146,808
Total clients
71
17% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
71
Average account size
$649,955
About
Nest Financial Planning, LLC provides discretionary investment management and a range of financial planning services to individuals and employer plan sponsors, serving both high‑net‑worth and non‑HNW clients. The firm also offers employee benefit plan advisory services for sponsors in need of plan design or monitoring.
The firm builds individualized investment policies and typically implements them with asset allocation guided by Modern Portfolio Theory, using primarily passive vehicles such as index mutual funds and ETFs. Financial planning is available as comprehensive, ongoing, or project‑based engagements, and the firm conducts periodic reviews and coordinates with clients’ attorneys and tax or other professionals as needed.
Unlike many peers, the firm documents participant education as part of its employee benefit plan offerings and provides group‑focused education and workshop‑style support for plan participants. As a small, solo‑advisor practice registered at the state level, the firm emphasizes business‑planning work for owner‑clients, offers tailored implementation support, and accepts compensation directly from clients rather than from third parties.
Client services
Expertise
Fee options
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
Main office location
Nest Financial Planning, LLC
Hood River OR, United States
Number of offices
1
Most active in
Oregon · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
Quick links
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