Dana Nelson is a CFP-designated registered investment advisor at Truetide Wealth, based in Lafayette, CA, with 21 years of industry experience. Dana 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, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.40% |
Fees are negotiable. Ongoing planning is complimentary for clients with $2,000,000 or more in assets managed by TrueTide Wealth.
Fee Estimator
Location
Lafayette, CA
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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
Dana is registered as an Investment Adviser Representative with Bell Investment Advisors Inc., providing consulting to other representatives and not directly interacting with clients. This activity takes about 10-20% of Dana's time.
Employment History
Current Registrations
Truetide Wealth
Previous Registrations
Truetide Wealth
Bell Investment Advisors INC
State Registrations1 state
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
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