Robin Snell is a CFP-designated registered investment advisor at Nested Financial & Tax Planning, based in Palm Harbor, FL, with 5 years of industry experience. Robin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 9 clients with $4.4M in assets under management.
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Fee Structure
Wealth Management Services are available to clients who have received a financial plan using Nested Financial's Comprehensive Financial Plan service. NF charges an annual fixed fee of $3,000 - $18,000 for ongoing Wealth Management Services, paid monthly in arrears. The fee range depends on the client's needs, complexity, time, research, and resources required. Fees are negotiable.
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Robin Snell
Location
Palm Harbor, FL
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No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Nested Financial & Tax Planning
Previous Registrations
Opinicus
Ameriprise Financial Services, LLCBroker
State Registrations1 state
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Let’s be real. You’re smart, successful, and still secretly stressed about money.