Tom C. Nelson, PHD, Cfp(r) Personal Financial Consultant

Fixed/Hourly

Tom C. Nelson, PhD, CFP® Personal Financial Consultant (TCN) provides financial planning advice on an hourly basis. TCN does not manage client assets or sell commission-based products. TCN's expertise includes general planning, asset allocation, investment strategies, retirement planning, cash flow forecasting, executive compensation, and small business planning. Investment recommendations are typically limited to no-load, low-expense index mutual funds and exchange-traded funds (ETFs).

Assets Under ManagementN/A
Clients25
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Hourly Rate:$200 - $300/hr
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Location

1 Advisors at this firm

Tom C. Nelson, PHD, Cfp(r) Personal Financial Consultant | TrueAdvisor