Nest Egg Financial Advisors
TL;DR
Two-person Incline Village firm describing itself as commission-free and NAPFA-qualified, with 109 accounts and a clean Part 1 record.
$37 million
Regulatory AUM
As of ADV filing 2026-02-18
109
Accounts / Clients
11 high-net-worth clients plus fewer than 5 other individuals clients
0
Disclosures
Item 11 events
Nevada
Registration
State of Nevada-registered
2
Team Size
employees, 2 advisory
8 yrs
Years Registered
First registered 2018
About Nest Egg Financial Advisors
Two-person Incline Village firm describing itself as commission-free and NAPFA-qualified, with 109 accounts and a clean Part 1 record.
Office: 547 Cole Circle, Incline Village, NV 89451.
Best for: households of $1M to $5M who want CFP-led, commission-free planning
Fee model and designations stated on the guide
Fee-onlyNo commissions per ADV 2ACFP named
Form ADV data
CRD297602
RegistrationState of Nevada-registered
First registration2018
Regulatory AUM$37 million
ADV filing date2026-02-18
Accounts109
Clients11 high-net-worth clients plus fewer than 5 other individuals clients
Employees2
Advisory employees2
Fee modelFee-only; ADV 2A says no commissions
Minimum$15,000 minimum annual fee (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP named on site
Source: SEC Investment Adviser Public Disclosure, CRD 297602, as of ADV filing 2026-02-18, pulled October 10, 2026.
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