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Andrew Nelson
10 Years of Experience
1 DisclosureBroker
Andrew Nelson is a registered investment advisor at Alight Financial Advisors, LLC, based in Evanston, IL, with 10 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 195,957 clients with $35B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
195,957 clients
Average Client Portfolio
$179K average
Assets Under Management
$35.1B
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.50% |
| $100K - $250K | 0.40% |
| $250K+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Evanston, IL
Get directionsHistory
Regulatory History (1)
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Criminal
March 2012Final Disposition
Employment History
Current Registrations
Alight Financial Advisors, LLC
August 2025 - Present · 8 mos
Alight Financial Solutions, LLCBroker
August 2025 - Present · 8 mos
Alight Financial Solutions, LLC
August 2025 - Present · 8 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
June 2021 - November 2024 · 3 yrs 5 mos
Fidelity Brokerage Services LLCBroker
May 2021 - November 2024 · 3 yrs 6 mos
Advised Assets Group, LLC
September 2018 - April 2021 · 2 yrs 7 mos
Gwfs Equities, INC.Broker
March 2015 - April 2021 · 6 yrs 1 mo
Mutual of Omaha Investor Services, INC.Broker
February 2015 - February 2015 · 0 mos
First Investors CorporationBroker
October 2014 - October 2014 · 0 mos
State Registrations2 states
ILNC
AdvisorBrokerBoth
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
No exam information available for this advisor.