Nadira Deery is a CFP-designated registered investment advisor at Creative Planning, based in Washington, DC, with 24 years of industry experience. Nadira operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 100,298 clients with $300B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and billing methods are negotiable based on account size, householding, and complexity. Legacy clients from acquired firms may have different fee schedules.
Fee Estimator
Location
Washington, DC
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 Activities
Nadira owns rental property since 2016, which is investment related. This requires minimal time.
Employment History
Current Registrations
Creative Planning
Previous Registrations
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
Suntrust Investment Services, INC.Broker
Suntrust Investment Services, INC.
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations2 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.
Exams
More Advisors
- Gary Stevens, CFPCreative Planning
- Christopher Young, CFPRaymond James & Associates, INC.
- Sean Baker, CFPMorgan Stanley
- Michael Wroblewski, CFPFinancial Advisor for You, LLC
- Anthony Cortina, CFPLynx Investment Advisory, LLC
- James Smith, CFPMission Wealth Management, LP