Vinee Mehta is a CFP-designated registered investment advisor at Nectarine, based in Aliso Viejo, CA, with 12 years of industry experience. Vinee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,210 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Nectarine Financial offers ongoing financial planning services for a flat fee ranging from $100 to $3,000 per quarter. This includes guidance on budgeting, goal setting, investment guidance, retirement planning, insurance, debt reduction, estate planning, employer benefits, and email access to the advisor.
Nectarine Financial offers the following services:
- Hourly Services: Professional advice regarding specific financial planning topics for an hourly rate generally less than $500 per one-hour session.
- Plan Services: A thorough analysis of your financial life pursuant to a multi-week engagement for a one-time flat fee that is generally less than $10,000. This includes face-to-face meetings, document review, expert planning and analysis, implementation help, email support, and a custom financial plan.
Location
Aliso Viejo, CA
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2017Customer Dispute
August 2016Other Business Activities
Vinee owns a private residence and two residential real estate rentals since 2004. Vinee spends minimal time reviewing financial reports and providing input to property managers.
Employment History
Current Registrations
Nectarine
Truly Unbiased LLC
Previous Registrations
Origin Financial
Mwm
Strategic Advisers, INC.
Signator Investors, INC.
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.