RIA Intel›Advisers›Oregon›NEST FINANCIAL PLANNING, LLC

NEST FINANCIAL PLANNING, LLC

Advisory

OR

Data as of Mar 18, 2026 · Source: SEC Form ADV

Average account
$650K
across 71 accounts
AUM per adviser
$46M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM
$46M
Discretionary %
86.3%
Clients
71
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$46M
Discretionary AUM$40M
Non-Discretionary AUM$6M
Discretionary %86.3%
Total Clients71
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOR, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

NORTHWEST FINANCIAL PLANNING CORP
PORTLAND, OR
$46M
+5.9% 1Y
KLD INVESTMENT MANAGEMENT, LLC
ROSEBURG, OR
$45M
-42.1% 1Y
ASCENT FINANCIAL ADVISORS LLC
$47M
LOOKAHEAD WEALTH LLC
WEST LINN, OR
$45M
KOHALA CAPITAL PARTNERS, LLC
PORTLAND, OR
$47M
0.0% 1Y
CREST FINANCIAL, LLC
$45M

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