{
  "crd_number": 325767,
  "slug": "nerdwallet-advisory-scottsdale-az-325767",
  "primary_business_name": "NERDWALLET ADVISORY",
  "legal_name": "NERDWALLET ADVISORY LLC",
  "dbas": [
    "NERDWALLET ADVISORS"
  ],
  "city": "Scottsdale",
  "state": "AZ",
  "country": "United States",
  "cbsa_code": "38060",
  "metro": {
    "cbsa_code": "38060",
    "common_name": "Phoenix",
    "msa_name": "Phoenix-Mesa-Chandler, AZ",
    "path": "/advisors/az/phoenix"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-10-18",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-08-06",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 6,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "other"
  ],
  "advisory_activities": [
    "other",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://match.nerdwalletadvisors.com/find-my-advisor/age",
    "https://nerdwalletcoach.uprise.us",
    "https://nerdwalletplanning.quinnadvisor.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325767",
  "city_as_filed": "SCOTTSDALE",
  "url": "https://advisorcensus.com/firm/nerdwallet-advisory-scottsdale-az-325767",
  "display_name": "Nerdwallet Advisory",
  "summary": "Nerdwallet Advisory is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated August 6, 2026.",
  "citation": "AdvisorCensus. Nerdwallet Advisory (CRD 325767): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Other"
  ],
  "advisory_activity_labels": [
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Nerdwallet Advisory compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Nerdwallet Advisory reports these compensation arrangements: other."
    },
    {
      "q": "How much does Nerdwallet Advisory charge?",
      "a": "Its Form ADV Part 2A brochure dated March 19, 2026 states: Subscription: up to $225 a quarter (financial planning service through Uprise). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Nerdwallet Advisory located?",
      "a": "Nerdwallet Advisory's principal office is in Scottsdale, AZ, according to its Form ADV."
    },
    {
      "q": "Is Nerdwallet Advisory registered with the SEC or a state?",
      "a": "Nerdwallet Advisory is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325767."
    },
    {
      "q": "How have Nerdwallet Advisory's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Nerdwallet Advisory: Total employees: 3 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does Nerdwallet Advisory report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325767"
    },
    {
      "q": "What changed in Nerdwallet Advisory's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 3,
      "filing_date": "2024-09-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 12,
      "filing_date": "2025-07-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 6,
      "filing_date": "2026-08-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 19, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: up to $225 a quarter (financial planning service through Uprise)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: up to $225 a quarter (financial planning service through Uprise)"
        ],
        "quotes": [
          "The financial planning service through Uprise requires a fixed membership fee, which varies depending on your chosen membership level. This fee is billed quarterly in advance, ranging up to $225 per quarter"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": null,
          "min": null,
          "max": 225.0,
          "period": "quarterly",
          "service": "financial planning service through Uprise"
        }
      ]
    },
    "quotes": [
      "The financial planning service through Uprise requires a fixed membership fee, which varies depending on your chosen membership level. This fee is billed quarterly in advance, ranging up to $225 per quarter"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/nerdwallet-advisory-scottsdale-az-325767.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325767",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}