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Nested Financial & Tax Planning

Updated today

Total assets under management

$4,412,652

Total clients

9

33% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

9

Average account size

$490,295

About

Nested Financial & Tax Planning serves individual and high‑net‑worth clients with comprehensive financial planning, discretionary investment management, ongoing wealth management, and tax return preparation. The firm operates on a fee‑only basis and does not accept commissions; it may recommend third‑party professionals but does not receive referral compensation from them.

The firm builds tailored asset allocations using a range of methods — including fundamental, technical, cyclical, charting analyses, and Modern Portfolio Theory — and implements a blend of passive and active investments with a generally long‑term orientation and discretionary trading authority. Wealth management is provided as an ongoing service linked to the completion of a financial plan, and clients may impose reasonable restrictions on investments that the firm will consider in portfolio construction.

Noteworthy aspects relative to peers include its pricing model, which relies on fixed and hourly fees rather than the more common percentage‑of‑assets fee, and an integrated tax capability: the firm’s principal holds CFP® and Enrolled Agent credentials and the firm offers tax return preparation alongside planning. The brochure also discloses the firm’s use of custodian platforms for technology and research support and a policy of executing client trades individually rather than aggregating block trades, factors that can influence operational practices and trade execution.

Client services

Financial planning Portfolio management

Fee options

Fixed

Comprehensive Financial Plan: $3,000 - $30,000; Project-Based Financial Planning fixed fees range from $1,000 - $30,000; Wealth Management Services annual fixed fee $3,000 - $18,000

Project-based

$400 per hour for Project-Based Financial Planning

Other

Account minimum: $200,000 (may be reduced or waived on a case-by-case basis) Fee-only: Comprehensive Financial Plan: $3,000 - $30,000; Project-Based Financial Planning: Fixed fee $1,000 - $30,000 or $400/hour; Wealth Management Services: Annual fixed fee $3,000 - $18,000 paid monthly in arrears; Tax Return Preparation fees vary by complexity and are negotiable.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Nested Financial & Tax Planning

Palm Harbor FL, United States

Number of offices

1

Advisors at this firm

Robin S

CFP®, EA

Palm Harbor, FL

Nested Financial & Tax Planning

You’re making good money. So why does it still feel like you’re always behind? You’re the one everyone depends on. You manage the bills, the schedules, the big decisions and somehow still lie awake wondering if you’re missing something. On the outside, it looks like you’ve got it together. But inside? Money still feels stressful. Disorganized. Like one more thing you should’ve figured out by now. You don’t just want things “under control.” You want space to enjoy your life. To book the trip. To say yes without guilt. To feel steady and secure and have fun along the way. That’s where I come in. I work with women who manage the money in their households, including many in the LGBTQIA+ community, and create a safe, judgment-free space for honest conversations about what’s really going on with your finances. Through my Financial Happiness Method, I help you sort through the chaos, clear the mental clutter, and build a rhythm that actually supports your life not someone else’s idea of what it should look like. Together, we: ✅ Get things organized so it finally feels manageable ✅ Build systems that support your values and your version of joy ✅ Make room for things that light you up not just what’s “responsible” ✅ Quiet the noise so you can focus on what matters most This isn’t about being perfect with money. It’s about feeling free, clear, and confident. It’s about dinners with people you love. Quiet weekends. Big dreams. Soft mornings. A little breathing room. A life that actually feels like yours. If you’re tired of carrying the weight of it all alone, I’ve got you.

Married/Couples/Partners LGBTQIA Women Professionals Gen Y/Millennials (Born 1980-1995)
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