Nuakh Financial is an Arizona-based registered investment advisor founded in 2026 by Bryan Cast. The firm provides personalized investment management and financial planning services. For investment management, Nuakh Financial builds customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, incorporating strategies like Modern Portfolio Theory and values-based or biblically responsible investing. For financial planning, Nuakh Financial offers both ongoing and project-based engagements covering retirement planning, tax strategies, estate planning, business planning, cash flow and debt management, college savings, employee benefits optimization, and risk management. Nuakh Financial operates as a fee-only firm and does not sell investment products for commissions or participate in wrap fee programs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.85% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.35% |
Fees are negotiable and household accounts may be aggregated. Fees for family members of associated persons, employees, pastors, and individuals in full-time ministry may be reduced or waived.