# Nelson Financial Planning Services, LLC

> Nelson Financial Planning Services, LLC is a state-registered investment advisory firm, registered since 2002, with no regulatory assets under management reported in its Form ADV filing dated November 15, 2017.

- CRD: 120320
- Filed as: NELSON FINANCIAL PLANNING SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Maryland
- Filing period: October 2026
- Form ADV filing dated: November 15, 2017
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/120320
- AdvisorCensus page: https://advisorcensus.com/firm/nelson-financial-planning-services-llc-120320

## Quick answers

**How is Nelson Financial Planning Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Nelson Financial Planning Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Nelson Financial Planning Services, LLC registered with the SEC or a state?**
Nelson Financial Planning Services, LLC is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 120320.

**Does Nelson Financial Planning Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/120320

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2002 (24 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- nelsonsatwork.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nelson Financial Planning Services, LLC (CRD 120320): Form ADV filing data as of October 2026.