Nestor Vargas is a CFP-designated registered investment advisor at Alignpoint Wealth, based in Lakewood, CO, with 15 years of industry experience. Nestor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 22 clients with $18M 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 $1.0M | 1.50% |
| $1M+ | 1.00% |
Rates apply to grandfathered investment management accounts. Newer clients typically utilize the bundled flat-fee service ($10,000 to $40,000/year). Personalized portfolio add-on is available at 0.35% annually.
Fee Estimator
Contact
Nestor Vargas
Location
355 S Teller St, Suite 200, Lakewood, CO, 80226
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2018Criminal
October 2005Other Business Activities
Nestor is the owner of Green Mountain Planning, a registered investment advisor, since August 2018. He dedicates nearly full-time hours to this activity.
Employment History
Current Registrations
Alignpoint Wealth
Previous Registrations
Origin Financial
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
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
Additional Information
I’m a proud graduate of the Coggin College of Business at the University of North Florida.
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