# Nested Financial & Tax Planning

> Nested Financial & Tax Planning is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 27, 2026.

- CRD: 325083
- Filed as: NESTED FINANCIAL & TAX PLANNING
- Legal name: Nested Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: January 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325083
- AdvisorCensus page: https://advisorcensus.com/firm/nested-financial-and-tax-planning-325083

## Quick answers

**How is Nested Financial & Tax Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Nested Financial & Tax Planning reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Nested Financial & Tax Planning registered with the SEC or a state?**
Nested Financial & Tax Planning is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325083.

**How much does Nested Financial & Tax Planning manage?**
Nested Financial & Tax Planning reports $4,412,652 in regulatory assets under management in its Form ADV filing dated January 27, 2026 (100% discretionary).

**What types of clients does Nested Financial & Tax Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6); high net worth individuals (3).

**Does Nested Financial & Tax Planning 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/325083

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $4,412,652
- Discretionary: $4,412,652
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $1,406,969 |
| High net worth individuals | 3 | $3,005,683 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- nestedfinancial.com
- Facebook @Nested.Financial
- Facebook @robin.b.snell
- Instagram @nested_financial
- Instagram @robinmakesplans
- LinkedIn @96235113
- LinkedIn @robinsnell
- Threads @nested_financial
- Threads @robinmakesplans
- YouTube @RobinSnell-NestedFinancial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nested Financial & Tax Planning (CRD 325083): Form ADV filing data as of October 2026.