Nancy Nawn is a CFP-designated registered investment advisor at Facet, based in Runnemede, NJ, with 16 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, Financial Planning & Coaching, Gen X, and 4 more. Their firm serves 13,331 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Facet Wealth includes investment management as part of its financial planning membership. There are no additional fees for investment management services. The firm offers different service levels with varying features, but investment management is included in all tiers. Facet does not offer standalone investment management services.
Contact
Nancy Nawn
Location
Runnemede, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Nancy works as an Investment Adviser Representative for Watchdogplanning LLC, providing investment advice and financial planning. This activity is investment-related and takes nearly full-time.
Employment History
Current Registrations
Facet
Previous Registrations
Cwm, LLC
Origin Investment Advisory LLC
Watchdog Planning LLC
Mercer Global Advisors INC.
Mercer Global Advisors INC.
Mercer Advisors
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Member of the Financial Planning Association