Robin Snell is a CFP-designated registered investment advisor at Nested Financial & Tax Planning, based in Palm Harbor, FL, with 6 years of industry experience. Robin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 9 more. Their firm serves 9 clients with $4.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Nested Financial charges an annual fixed fee ranging from $3,000 to $18,000 for ongoing wealth management services, which are paid monthly in arrears. These services are available to clients who have first completed a comprehensive financial plan. The exact fee depends on the complexity of your situation and your specific needs.
Contact
Robin Snell
Location
Palm Harbor, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Nested Financial & Tax Planning
Previous Registrations
Opinicus
Ameriprise Financial Services, LLCBroker
State Registrations1 state
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Additional Information
Let’s be real. You’re smart, successful, and still secretly stressed about money.
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