Nomad Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,876,703
Total clients
2
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$1,938,352
About
Nomad Financial Advisors LLC is a fee-only, independent investment adviser serving individual and high-net-worth clients with private wealth management, financial planning, project-based and hourly consulting, delegated investment management (outsourced CIO), and tax return preparation services. The firm operates as a single-advisor practice and reports managing roughly $3.9 million across two client relationships.
Investment programs emphasize asset allocation and primarily passive portfolio construction using index funds and ETFs, while permitting selective active strategies and customized investment policy statements for discretionary accounts. The firm integrates ongoing portfolio management with written financial plans, tax planning, estate considerations, and periodic reviews, and offers clients the option of standalone planning or delegated investment oversight.
Among peers, the firm’s very small client base and AUM are notable for an independent adviser, and it operates as a solo practitioner with no additional staff while maintaining multiple offices. The firm also combines uncommon service elements for a small practice—tax return preparation, an Outsourced CIO offering, and a mix of fixed-fee, hourly, and AUM engagement options—backed by a principal with an advanced tax degree and prior regulatory, wealth-management, and government experience.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Passive / index investing
Fee options
Fixed fees for Financial Planning ($4,000 - $15,000); fixed fee for Advice-Only Private Wealth Management starting at $15,000 annually
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
$415 per hour for Hourly Financial Consulting
Account minimum: $1,000,000 for Private Wealth Management services; $500,000 for Outsourced CIO (Delegated Investment Management) services Minimum fee: Minimum annual fee of $15,000 for Private Wealth Management services, which may be waived in certain cases Fee-only: Private Wealth Management fixed fee starting at $15,000 annually; Financial Planning fixed fees ranging from $4,000 to $15,000; Hourly consulting $415/hour
Main office location
Nomad Financial
800 South Gay Street, Suite 700
Knoxville TN 37929, United States
Number of offices
2
Most active in
Nomad Financial has reported serving >5 clients in these states in the last 12 months.
Nevada · Tennessee
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:
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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
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