Nested Financial LLC is a registered investment advisor located in Palm Harbor, Florida, founded in January 2023 and led by principal owner and Certified Financial Planner Robin Snell. The firm offers comprehensive financial planning, project-based planning, tax return preparation, and ongoing wealth management services. Nested Financial operates as a fee-only practice, meaning compensation comes solely from clients rather than commissions or product sales. The advisory approach integrates investment management with broader financial goals, incorporating strategies for retirement, tax efficiency, estate planning, cash flow, and socially responsible investing. Investment portfolios are tailored to individual risk tolerances and managed on a discretionary basis using fundamental, technical, and Modern Portfolio Theory analyses, primarily utilizing stocks, bonds, mutual funds, and exchange-traded funds held through independent custodians.
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.
