PlannerFees

Nestegg Financial fees

Financial planner in Middleton, Massachusetts. Registered with state securities regulators.

Nestegg Financial (Middleton, MA) listed an annual fee of $100⁠-⁠$1,000 for financial planning in a Form ADV Part 2A brochure dated July 12, 2019, which is more than 18 months old.

Published fees

Old brochure. These fees come from a brochure dated July 2019, more than 18 months before our data. The firm may charge differently now, and the fees don't count toward any median.

Quoted from the firm's Form ADV Part 2A brochure, filed July 12, 2019. Fees can change.

Annual fee
$100⁠-$1,000/yr
“Fee is an annual retainer fee and is no less than $100.00 or no higher than $1000.00.”

Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.

Adviser record on IAPD (opens in new tab)

At a glance

From the July 2019 brochure

Also charges a % of assets
No
Minimum
None stated in the brochure
Team size
Solo practice (one employee)
Registered since
1994 (32 years)

How Nestegg Financial bills

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

  • “To obtain a refund a client need only request one by phone or in writing and his/her fee paid will be returned in full.”

Firm details from Form ADV

How the firm is paid
Flat or fixed fees and annual planning fees
Clients
50
Works with
Individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$8 million
Registered with
State securities regulators
Disciplinary disclosures
None reported on Form ADV as of July 12, 2019
CRD number
128936 (opens in new tab)
Website
growanestegg.net (opens in new tab)
Phone
(781) 592-0006

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