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- Custodian
- Charles Schwab & Company · Fidelity/NFS · T. Rowe Price · TD Ameritrade · Tiaa · Transamerica
- Clients
- Retail
- Platforms
- MomentumPathway value +more
- Established Date
- 10-12-2018
- Office Locations
- 1
Office Locations
About Nest EGG Financial Advisors
Nest Egg Financial Advisors is a fee-only, fiduciary, NAPFA-qualified RIA in Incline Village serving the Tahoe/Reno region and select out-of-state clients. The firm provides ongoing wealth management and holistic planning, integrating tax-aware portfolio management with retirement, insurance, and estate document reviews. It primarily serves women professionals and couples (mid-career through retirement). Boutique capacity is a differentiator, taking on only 3–5 new clients per year.
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Owner & Executives
LISA EKIN FARRIER
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #3262734
- Ownership
- 75% or more
JOHN WALTER EKIN
Advisor, Managing Member, Owner
- CRD
- #6967868
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,718,402 | -- |
| Non-Discretionary | $1,473,338 | -- |
| Total | $37,191,740 | -- |
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Separately Managed Accounts
Total SMA Asset: $37,191,740
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $272,397,975 | 11.0% |
| Equity - Exchange | $646,326,105 | 26.1% |
| Cash | $470,505,594 | 19.0% |
| U.S. Government/Agency | $1,087,115,555 | 43.9% |
| Total | $2,476,345,229 | 100.0% |