Nest Egg Financial Advisors fees and pricing

Financial planner in Incline Village, Nevada. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 18, 2026, Nest Egg Financial Advisors charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “We generally charge an hourly fee of $300 for such stand-alone financial planning and consulting services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”

Payment and refund terms, quoted from the fee section of the brochure.

“Our annual investment advisory fee, billed quarterly, includes investment advisory services and financial planning and related consulting services, to the extent specifically requested by you.”
“The pension investment advisory fees will be prorated for the quarter in which the termination notice is given and any unearned fees will be refunded to the client.”
“If the agreement is executed at any time other than the first day of a calendar quarter, our fees will apply on a pro rata basis, which means that the advisory fee is payable in proportion to the number of days in the quarter for which you are a client.”

Its hourly rate of $300 matches the Nevada median of $300. 47% of the 64 other Nevada planners that publish an hourly rate charge less.
None of the 2 other planners in Incline Village that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Minimum: $15,000 minimum fee (stated in brochure)
Clients: 11
Employees: 2
Works with: High net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $37,191,740
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 297602
Website: nesteggfa.com (opens in new tab)
Phone: (775) 413-0468

Can advise clients in 2 states: California, Nevada

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.