$4.4M Total AUM
$4.4M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-25-2023
- Office Locations
- 1
Office Locations
-- Palm Harbor FL
About Nested Financial & TAX Planning
Nested Financial & Tax Planning is a Palm Harbor, FL RIA led by CFP®/Enrolled Agent Robin Snell, providing empathy-driven financial and tax planning for women, families, and LGBTQIA+ clients. Portfolios are implemented primarily with ETFs alongside investment-grade fixed income and cash management, custodied on Altruist.
Team overview
40 AVG AGE
$4.4M AVG AUM / ADVISOR
$245.1K AVG AUM / CLIENT
3.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
Available
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Available
Available
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Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Robin Bonnie Snell
Chief Compliance Officer, Chief Investment Officer, Owner
- CRD
- #7128323
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,412,652 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,412,652 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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