Nest Financial Planning, LLC fees and pricing

Published fees

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

Hourly rate

$250/hr

“In the event of early termination, work already completed will be billed at the rate of $250 per hour, and unearned fees will be refunded to the client.”

Flat or project fee

$2,500⁠-⁠$10,000

“8 Financial Plan Development The fee for development of an initial financial plan will range between $2,500 $10,000.”

Annual fee

$2,400⁠-⁠$12,000/yr

“Annual fees range between $2,400 - $12,000, and may be paid in arrears as outlined in the Advisory Contract by check, electronic funds transfer or debit/credit card.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Nest Financial Planning, LLC bills

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

• “The annual fees are calculated on the value of Client’s account(s) as of the last day of the billing period and may be negotiable in certain cases.”
• “Accounts initiated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Nest Financial Planning, LLC’s fees compare

• Its hourly rate of $250 matches the Oregon median of $250. 28% of the 123 other Oregon planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$10,000 spans the Oregon median of $4,000. 73% of the 92 other Oregon planners that publish a flat or project fee charge less.
• Its annual fee of $2,400-$12,000 spans the Oregon median of $7,750. 45% of the 33 other Oregon planners that publish an annual fee charge less.

About Nest Financial Planning, LLC

• Principal: Robert J. Severdia
• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

71

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$46,146,808

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

317587

Website

nestfinancialplanning.com (opens in new tab)

Phone

(503) 789-9411

Can advise clients in 2 states: Oregon, Washington

Other planners in Hood River that publish fees

• Viento Financial Group, LLCHood River$200/hr
• 2260 WestBend$450/hr, $3,000
• 5 Star InvestingMilton-freewater$250/qtr
• Aegis Financial AdvisoryLake Oswego$250/hr, $500
• Aerodigm Wealth LLCLake Oswego$225⁠-⁠$355/hr
• Aim AdvisorsBeaverton$250/hr, $500⁠-⁠$1,000

Compare all 227 planners in Oregon