Nelson Kobata
Nelson Kobata is a CFP-designated registered investment advisor at Kobata Financial, based in Atascadero, CA, with 31 years of industry experience. Nelson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Kobata Financial offers financial planning services at an hourly rate or a flat fee:
- Hourly rate: $125 per hour
- Flat fee: Ranges from $250 to $2500, depending on the complexity of the client's situation.
Location
4555 El Camino Real Ste E, Atascadero, CA, 93422-2700
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nelson sells non-variable insurance, dedicating minimal time to this activity. He also works as a registered investment advisor at Kobata Financial and rents real estate to Kobata Financial, his DBA, and sells sports tickets, dedicating minimal time to each.
Employment History
Current Registrations
Kobata Financial
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.