# Nexus One Financial Advisors LLC

> Nexus One Financial Advisors LLC is an SEC-registered investment advisory firm in Plano, TX, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 3, 2026.

- CRD: 336809
- Filed as: NEXUS ONE FINANCIAL ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Plano, TX
- Filing period: October 2026
- Form ADV filing dated: September 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336809
- AdvisorCensus page: https://advisorcensus.com/firm/nexus-one-financial-advisors-llc-plano-tx-336809

## Quick answers

**How is Nexus One Financial Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Nexus One Financial Advisors LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Nexus One Financial Advisors LLC charge?**
Its Form ADV Part 2A brochure dated August 10, 2026 states: Asset-based fee: 0.5% to 1.85% a year (a range, as the brochure states it); Hourly rate: $500 an hour (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Nexus One Financial Advisors LLC located?**
Nexus One Financial Advisors LLC's principal office is in Plano, TX, according to its Form ADV.

**Is Nexus One Financial Advisors LLC registered with the SEC or a state?**
Nexus One Financial Advisors LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336809.

**How much does Nexus One Financial Advisors LLC manage?**
Nexus One Financial Advisors LLC reports $552,000,000 in regulatory assets under management in its Form ADV filing dated September 3, 2026 (100% discretionary).

**What types of clients does Nexus One Financial Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (500); high net worth individuals (185).

**Which custodians does Nexus One Financial Advisors LLC use?**
Nexus One Financial Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Nexus One Financial Advisors LLC 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/336809

**Does Nexus One Financial Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 10, 2026 says: "Nexus One generally does not impose a minimum relationship size."

**What changed in Nexus One Financial Advisors LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $0 to $552,000,000.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated August 10, 2026)

- Asset-based fee: 0.5% to 1.85% a year (a range, as the brochure states it)

> Wealth management fees range from 0.50% to 1.85% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.

- Account minimum: None

> Nexus One generally does not impose a minimum relationship size.

- Hourly rate: $500 an hour (Financial Planning Services)

> Nexus One offers financial planning services either on an hourly basis or a fixed engagement fee. Hourly fees range up to $500 per hour.

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

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $552,000,000
- Discretionary: $552,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 500 | $206,455,479 |
| High net worth individuals | 185 | $345,544,521 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 10 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $0 to $552,000,000.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nexus One Financial Advisors LLC (CRD 336809): Form ADV filing data as of October 2026.