Nesteggs, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$90⁠-⁠$225/hr

“These services are provided at a flat fee or per plan participant fee and are disclosed in the Service Agreement by Exhibit A and vary on a client-by-client basis depending on plan features, reporting requirements, and number of participants. 2) As an hourly fee, ranging between $90/hour and $225/hour, depending on…”

Monthly fee

$5⁠-⁠$750/mo

“These fees are negotiable. ●​ Flat fixed fees range from $200 and $750 per month ●​ Per participant fees range from $5 to $9 per month ●​ Asset based fees are based upon the value of Plan assets as of the end of the applicable monthly period.”

Annual fee

$1,800/yr

“There is a minimum annual fee requirement of $1,800 for this service, although under certain circumstances this may be negotiable.”

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

How Nesteggs, Inc. bills

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

• “Fees for this service will be collected in arrears at stages throughout the consulting process, which have been agreed upon with the client.”

How Nesteggs, Inc.’s fees compare

• Its hourly rate of $90-$225 is below the Florida median of $288. 11% of the 372 other Florida planners that publish an hourly rate charge less.
• 1 of the 16 other planners in Jacksonville that publish an hourly rate charge less.
• Its annual fee of $1,800 is below the Florida median of $4,800. 22% of the 97 other Florida planners that publish an annual fee charge less.
• None of the 2 other planners in Jacksonville that publish an annual fee charge less.

About Nesteggs, Inc.

• Firm size: 29 employees.
• Registered as an adviser: 2005 (21 years).

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

Minimum

$1,800 minimum fee (stated in brochure)

Clients

173

Employees

29

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$911,259,019

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

133507

Website

nesteggs401k.com (opens in new tab)

Phone

(904) 348-3131

Can advise clients in 15 states: California, Connecticut, Florida, Georgia, Illinois, Massachusetts, North Carolina, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia

Other planners in Jacksonville that publish fees

• Allegiance Financial Advisors, Inc.Jacksonville$200/hr, $500⁠-⁠$4,000
• Attainable WealthJacksonville$300/hr, $3,600⁠-⁠$8,000
• Contemporary Financial PlanningJacksonville$1,000⁠-⁠$25,000, $1,250⁠-⁠$6,000/qtr
• CovingtonalsinaJacksonville$150⁠-⁠$500/hr, $500⁠-⁠$5,000
• Create Wealth Financial Planning LLCJacksonville$1,000
• Img Wealth Management, Inc.Jacksonville$150/hr

Compare all 36 planners in Jacksonville