NerdWallet Wealth Partners

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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

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

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

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

PaladinRegistry.com is not a client of NerdWallet Wealth Partners. NerdWallet Wealth Partners pays PaladinRegistry.com a cash fee for this profile and for referrals, creating a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893287/paladinregistry-NerdWallet-Wealth-Partners-detailed-disclosure.html

Paladin Advisors

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