Nested Financial & Tax Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Our hourly rate is $400.”

Flat or project fee

$3,000⁠-⁠$30,000

“Comprehensive Financial Plan NF charges a fee of $3,000 - $30,000 for creation of a comprehensive financial plan.”

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

How Nested Financial & Tax Planning bills

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

• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “We charge an annual fixed fee of $3,000 $18,000 for ongoing Wealth Management Services, paid monthly in arrears.”

How Nested Financial & Tax Planning’s fees compare

• Its hourly rate of $400 is above the Florida median of $288. 78% of the 372 other Florida planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Palm Harbor that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$30,000 spans the Florida median of $4,900. 91% of the 320 other Florida planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Nested Financial & Tax Planning

• Principal: Robin Snell
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

9

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$4,412,652

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

325083

Website

nestedfinancial.com (opens in new tab)

Phone

(727) 777-6378

Other planners in Palm Harbor that publish fees

• Basile Financial Group, Inc.Palm Harbor$150/hr, $2,500⁠-⁠$3,000
• Nathan G. Hanna, LLCPalm Harbor$250/hr
• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr
• 7 Star Investment AdvisorsRiverview$1,500⁠-⁠$7,500

Compare all 7 planners in Palm Harbor