Stephen Nelson is a CFA, CFP-designated registered investment advisor at Birchwood Capital, based in Carlsbad, CA, with 10 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 53 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is included at no additional charge for clients who engage in Birchwood's ongoing financial planning service. Birchwood does not offer investment management as a standalone service.
Contact
Stephen Nelson
Location
2385 Camino Vida Roble, Suite 100, Carlsbad, CA, 92011
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Birchwood Capital
Previous Registrations
Aldrich Wealth LP
Sanford C. Bernstein & CO., LLCBroker
State Registrations4 states
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