NestEgg Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
244
8% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
244
Very HighAverage account size
$0
About
Nestegg Wealth Advisors is an independent investment adviser and financial planning firm serving individuals, high‑net‑worth clients, trusts, estates, and charitable organizations. The firm provides written or oral financial plans and acts as a solicitor that refers clients to registered third‑party money managers, and it also publishes a monthly newsletter and offers public seminars and workshops for client education.
Rather than managing client portfolios directly, Nestegg refers clients to third‑party managers under written solicitor agreements and functions as a liaison while those managers provide investment management and custody. Financial planning work is based on client interviews and document reviews, using fundamental and technical analysis to develop client‑driven investment objectives and recommended asset allocations; the firm does not exercise discretionary trading authority over client accounts.
Several features distinguish Nestegg from many peers: it operates with a single advisory professional while serving a comparatively large client roster, maintains an affiliated insurance business through which its managing member is licensed, and discloses additional outside activities such as selling coins through a separate vendor. The firm discloses its solicitor relationships and the associated economic arrangements and potential conflicts of interest to clients.
Client services
Financial planning
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
Wealth management
Business succession planning
Charitable giving & philanthropy
Fee options
Minimum fee: Financial planning fees typically range between $500 and $1,500 depending on complexity Fee-only: Financial planning fixed fees ranging from $500 to $1,500; seminar fees up to $40 per attendee
Main office location
NestEgg Wealth Advisors
5706 Rowlett Road, Ste 200
Rowlett TX 75089, United States
Number of offices
1
Most active in
NestEgg Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Texas
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
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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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