About NELSON FINANCIAL PLANNING SERVICES, LLC
Nelson Financial Planning Services, LLC is a leading financial planning firm that specializes in providing comprehensive and personalized financial services to individuals and businesses. With over 20 years of experience in the industry, the firm has established a reputation for providing expert financial advice and guidance to its clients. The team of advisors at Nelson Financial Planning Services, LLC are highly qualified and knowledgeable in all areas of financial planning, making them a trusted resource for their clients.
How does the advisor help clients – Key Takeaways:
- Tailored financial planning and investment solutions
- Expert advice and guidance from highly qualified advisors
- Comprehensive financial services for individuals and businesses
- Client-focused approach to financial planning
- Commitment to helping clients achieve their financial goals
Facts and Insights
For over 20 years, Nelson Financial Planning Services, LLC has been providing individuals and businesses with personalized financial planning and investment solutions. With a team of highly qualified advisors, the firm is dedicated to helping clients achieve their financial goals and secure their financial future. As a trusted resource in the industry, Nelson Financial Planning Services, LLC offers expert insights and guidance to help clients make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 20 |
Financial Services Offered
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance services
Client Types
- Individuals
- High-net-worth individuals
- Small business owners
- Couples
Fees & Compensation
Nelson Financial Planning Services, LLC operates on a fee-based structure, which means that fees are based on a percentage of assets under management. This fee structure aligns the interests of the client and the advisor, as the firm’s compensation is directly tied to the success of the client’s investments. The firm also discloses all fees and compensation to clients upfront, ensuring transparency and trust in the advisor-client relationship.
Background
Nelson Financial Planning Services, LLC was founded in 2000 by John Nelson, a seasoned financial advisor with over 30 years of experience in the industry. Since its inception, the firm has grown to become a premier financial planning firm, known for its expert advice and personalized approach to financial planning. The team at Nelson Financial Planning Services, LLC is dedicated to helping clients achieve their financial goals and providing them with sound financial advice for a secure future.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important for clients to be aware of any potential conflicts of interest or disclosures. Nelson Financial Planning Services, LLC operates with full transparency and discloses all potential conflicts of interest upfront. Clients can have peace of mind knowing that their best interests are always the top priority.