Susan Nestor is a CFP-designated registered investment advisor at Rose City Investment Consulting LLC, based in Portland, OR, with 14 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Rose City Investment Consulting offers a fixed fee service that includes financial planning in any area requiring attention or potential improvement. The fee is quoted on an annual basis and paid quarterly. You can discontinue the service at any time and receive a pro-rata refund for the remainder of the quarter.
Location
Portland, OR
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 →Employment History
Current Registrations
Rose City Investment Consulting LLC
Previous Registrations
Susan A. Nestor, P.C.
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.