Matthew Nelson is a registered investment advisor at Flourish Financial Planning, based in Grapevine, TX, with 5 years of industry experience. Matthew 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, Investment Management, and 2 more. Their firm serves 60 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Fees are negotiable.
Fee Estimator
Location
1785 State Hwy 26, Ste 200, Grapevine, TX, 76051
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Matthew is a Partner and Vice President at Nelson & Nelson Tax Services, Inc., dedicating about half of his time to managing the company. He is also a Partner and President at Nelson Andries Tax LLC d/b/a Master Plan Bookkeeping, spending a few hours per week providing executive guidance.
Employment History
Current Registrations
Flourish Financial Planning
Previous Registrations
Master Plan Financial Advisers
State Registrations1 state
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