ND
CFP
ND
CFP

Nina Deschene

8 Years of Experience
Litchfield, NH

Nina Deschene is a CFP-designated registered investment advisor at Creative Planning, based in Litchfield, NH, with 8 years of industry experience. Nina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84,858 clients with $220B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1101 advisors
Number of Clients
84,858 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$217.4B

Fee Structure

Minimum Investment:$30K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.20%
$500K - $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.80%
$10.0M - $25.0M0.70%
$25.0M - $50.0M0.40%
$50.0M - $100.0M0.30%
$100M+0.25%

Fees and how they are charged are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Litchfield, NH

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Creative Planning
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Wipfli Financial Advisors, LLC
March 2022 - October 2022 · 7 mos
Ameriprise Financial Services, LLCBroker
September 2021 - March 2022 · 6 mos
Ameriprise Financial Services, LLC
September 2021 - March 2022 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2021 - August 2021 · 6 mos
LPL Financial LLCBroker
August 2016 - October 2019 · 3 yrs 2 mos
Fidelity Brokerage Services LLCBroker
October 2015 - May 2016 · 7 mos
State Registrations1 state
NH
Advisor

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
No exam information available for this advisor.