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Nelson Financial Planning Services, LLC

Headquartered in WHITE PLAINS, MD

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Firm Information

Nelson Financial Planning Services, LLC is a financial planning firm providing portfolio management for individuals. They also offer financial planning services. They have one investment advisor representative and are registered with the SEC. You can find more information on their website, HTTPS://WWW.NELSONSATWORK.COM/.

Nelson Financial Planning Services, LLC

Not reported

Assets Under Management

5

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

NELSON FINANCIAL PLANNING SERVICES, LLC has a total of 1 branch locations across the country.
location

WHITE PLAINS, MD

Advisors at Nelson Financial Planning Services, LLC

View All 1 Advisors
Unclaimed
Frank L Nelson

CFP®, RA

WHITE PLAINS, MD

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Disclosures

There are no public disclosures for Nelson Financial Planning Services, LLC.

Frequently Asked Questions (5)

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