Nested Financial & Tax Planning

Nested Financial & Tax Planning (CRD# 325083) is a financial advisory firm headquartered in , . They manage $1,014,863 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $78,066
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Nested Financial & Tax Planning
Showing 1 - 1 of 1 top financial advisors.
1
Robin Snell, financial advisor Palm Harbor FL
Robin B. Snell
CRD#: 7128323
Palm Harbor, FL

Robin Snell (CRD# 7128323) is an Investment Advisor Representative working at Nested Financial & Tax Planning in Palm Harbor, FL and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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