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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-25-2023
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 18 clients, or 18 clients per representative. That equates to $245.1K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on January 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Custodian
- Investment Themes
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Owner & Executives
Robin Bonnie Snell
Chief Compliance Officer, Chief Investment Officer, Owner
- CRD
- #7128323
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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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
SMA allocation detail is available
Nested Financial & TAX Planning has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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