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Magdalena Doemeny

Nerdwallet Advisory

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About Magdalena Doemeny

Magdalena Doemeny is a financial advisor with Nerdwallet Advisory. Magdalena has been in the industry for over 12 years, working with a variety of clients. Magdalena is a Certified Financial Planner and holds the Series 65 license. Magdalena specializes in financial planning and providing investment advice. Magdalena is also the founder of Wealth In Hand, a registered investment advisor. Wealth In Hand is currently being wound down.

Firm Information

Magdalena Doemeny is currently registered with Nerdwallet Advisory. Nerdwallet Advisory is an investment advisor that provides financial planning and selection of other advisors for individuals other than high-net-worth individuals. The firm is headquartered in San Francisco, CA.
Nerdwallet Advisory

55 HAWTHORNE STREET, 10TH FLOOR

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

Not reported

Total Clients

3

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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collaborations for financial plans

Collaborations for financial plans

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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other

Referral fee

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Magdalena Doemeny’s Registration & Firm History

CA

11/07/2023 - Present

Nerdwallet Advisory (Encinitas CA)

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Licenses & Designations

IA

Issued 02/23/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Magdalena Doemeny.
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