CRD: 317587
Nest Financial Planning, LLC
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- Custodian
- Capital Group · LPL Financial · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-07-2022
- Office Locations
- 1
Office Locations
About Nest Financial Planning, LLC
Nest Financial Planning, LLC is a Hood River, OR RIA serving individuals, professionals, and business owners with financial and life planning from early-stage goals through retirement and multigenerational wealth. Led by CFP professional Robert J. Severdia Jr., the firm emphasizes risk-tolerant strategy design, asset allocation and active management, often implemented with ETFs and mutual funds, using Envestnet MoneyGuide; custody includes LPL Financial.
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Owner & Executives
ROBERT JOSEPH SEVERDIA JR
Chief Compliance Officer, Financial Planner
- CRD
- #2187656
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,816,755 | -- |
| Non-Discretionary | $6,330,053 | -- |
| Total | $46,146,808 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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