# Nestegg Financial

> Nestegg Financial is a state-registered investment advisory firm in Middleton, MA, registered since 1994, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 12, 2019.

- CRD: 128936
- Filed as: NESTEGG FINANCIAL
- Legal name: Charles Joseph Consentino, III
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Middleton, MA
- Filing period: October 2026
- Form ADV filing dated: July 12, 2019
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/128936
- AdvisorCensus page: https://advisorcensus.com/firm/nestegg-financial-middleton-ma-128936

## Quick answers

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

**Where is Nestegg Financial located?**
Nestegg Financial's principal office is in Middleton, MA, according to its Form ADV.

**Is Nestegg Financial registered with the SEC or a state?**
Nestegg Financial is a state-registered investment advisory firm, registered since 1994. Status as filed: APPROVED. CRD 128936.

**How much does Nestegg Financial manage?**
Nestegg Financial reports $8,000,000 in regulatory assets under management in its Form ADV filing dated July 12, 2019 (0% discretionary).

**What types of clients does Nestegg Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (50).

**Does Nestegg Financial 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/128936

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $8,000,000
- Discretionary: $0
- Non-discretionary: $8,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 50 | $8,000,000 |

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

### Firm details
- Registered since: 1994 (32 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [growanestegg.net](https://growanestegg.net)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nestegg Financial (CRD 128936): Form ADV filing data as of October 2026.