# Nerdwallet Advisory

> 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.

- CRD: 325767
- Filed as: NERDWALLET ADVISORY
- Legal name: Nerdwallet Advisory LLC
- Also doing business as: NERDWALLET ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: August 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325767
- AdvisorCensus page: https://advisorcensus.com/firm/nerdwallet-advisory-scottsdale-az-325767

## Quick answers

**How is Nerdwallet Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Nerdwallet Advisory reports these compensation arrangements: other.

**How much does Nerdwallet Advisory charge?**
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.

**Where is Nerdwallet Advisory located?**
Nerdwallet Advisory's principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Nerdwallet Advisory registered with the SEC or a state?**
Nerdwallet Advisory is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325767.

**How have Nerdwallet Advisory's assets and staff changed since 2024?**
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.

**Does Nerdwallet Advisory report any disciplinary disclosures?**
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

**What changed in Nerdwallet Advisory's recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Subscription: up to $225 a quarter (financial planning service through Uprise)

> 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

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2023 (2 years)
- Employees: 6 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- match.nerdwalletadvisors.com/find-my-advisor/age
- nerdwalletcoach.uprise.us
- nerdwalletplanning.quinnadvisor.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | Not reported | 3 | September 30, 2024 |
| October 2025 | Not reported | 12 | July 18, 2025 |
| October 2026 | Not reported | 6 | August 6, 2026 |

Total employees: 3 in October 2024 and 6 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nerdwallet Advisory (CRD 325767): Form ADV filing data as of October 2026.