About NerdWallet Wealth Partners
You're at a stage where the financial decisions are bigger, the tradeoffs are harder, and the stakes keep getting higher. We are here to help you navigate it all.
Wealth planning:
Life is constantly changing and your financial plan should be ready for that. We build a clear, flexible strategy for where you want to go and update it as things change.Investment management:
We build and manage a low-cost, diversified portfolio around your goals, values, and risk tolerance.Results may vary depending on individual circumstances.
Financial coaching:
New baby. Equity vest. Home purchase. We walk you through the options, lay out the trade-offs.Disclosures:
WiserAdvisor is not a client of NerdWallet Wealth Partners. NerdWallet Wealth Partners pays WiserAdvisor a cash fee for this profile and for referrals, creating a conflict of interest.
See Disclosures
General Information
Firm Start Year
CRD#
337328
Firm CRD#
337328
States Licensed in
Serves clients nationwide
Work with the following types of clients
Individual Investors
Advisory Services Provided
Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Wealth Management
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Compensation and Fees
Fee Structure
Fee-Only
Compensation Methods
Based on Assets
Additional Details on Charges
$100K-$499K - 0.9%
$500K-$999K - 0.8%
$1M - $2.49M - 0.7%
$2.5M - $4.9M - 0.6%
$5M - $9.9M - 0.5%
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1893287/financialplanners-NerdWallet-Wealth-Partners-detailed-disclosure.html