SN
CFP
SN
CFP
Steven Nelson
22 Years of Experience
Franklin, TN
1 DisclosureSells Insurance
Steven Nelson is a CFP-designated registered investment advisor at Steven C. Nelson, CFP, based in Franklin, TN, with 22 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 18 clients with $1.5M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
18 clients
Average Client Portfolio
$81K average
Assets Under Management
$1.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
Franklin, TN
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 1988Final
Other Business ActivitiesSells Insurance
Steven sells insurance company products as an owner/agent since 1974. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Steven C. Nelson, CFP
February 2004 - Present · 22 yrs 3 mos
State Registrations1 state
TN
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.