Nest Financial LLC fees
Financial planner in Austin, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 27, 2026, Nest Financial LLC (Austin, TX) charges $350 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 27, 2026. Fees can change.
- Hourly rate
- $350/hr
Above the Austin median of $300; 62% of the 42 other planners in Austin that publish an hourly rate charge less. Above the Texas median of $250; 73% of the 266 other planners in Texas charge less.
“Asset Management Fee Schedule Less than $500,000 1.25% $500,000 - $4,999,999 1.10% $5,000,000+ 1.00% Financial Planning and Consulting Fee Schedule Hourly $350 per hour Fixed Fee $5,000-10,000* *Fee is based on level of complexity.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 2 employees
- Registered since
- 2018 (8 years)
How Nest Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “They're paid monthly in advance, with payments due on the first day of each month.”
- “Hourly fees are invoiced when we complete the financial plan or provide consulting services, with a thirty (30) day written notice.”
- “Fixed fee projects can be billed upfront or monthly.”
About Nest Financial LLC
“Our financial planning services help you set and achieve your financial goals by reviewing your financial situation, tax planning strategies, risk management, retirement planning, and more. Estate Planning Package Service: We also offer Estate Planning services for clients who need assistance with their existing…”
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 109
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $45 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- CRD number
- 299307 (opens in new tab)
- Phone
- (512) 944-4882
Other planners in Austin that publish fees
- Eagan Ventures LLCAustinHourly $150/hr, Flat $500-$1,500
- Arka Financial Services L.L.C.AustinFlat $2,000, Annual $750/yr
- Bespoke Capital Advisors, Inc.AustinHourly $250/hr
- Clarified Wealth AdvisoryAustinHourly $500/hr, Flat $2,500-$30,000
- Escarpment Financial Group, LLCAustinHourly $250-$500/hr, Flat $3,600-$7,500
- Elgon Financial AdvisorsAustinHourly up to $750/hr, Flat $4,000-$25,000
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.