Nested Financial & Tax Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • 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
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
$400 per hour for Project-Based Financial Planning
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
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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:
-
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.
Main office location
Nested Financial & Tax Planning
Palm Harbor FL, United States
Number of offices
1
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
YouTube
Website
727-777-6378
Advisors at this firm
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")