# Nvest Advisors, LLC

> Nvest Advisors, LLC is a state-registered investment advisory firm in Colorado Springs, CO, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 21, 2026.

- CRD: 277064
- Filed as: NVEST ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Colorado Springs, CO
- Filing period: October 2026
- Form ADV filing dated: August 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/277064
- AdvisorCensus page: https://advisorcensus.com/firm/nvest-advisors-llc-colorado-springs-co-277064

## Quick answers

**How is Nvest Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Nvest Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Nvest Advisors, LLC located?**
Nvest Advisors, LLC's principal office is in Colorado Springs, CO, according to its Form ADV.

**Is Nvest Advisors, LLC registered with the SEC or a state?**
Nvest Advisors, LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 277064.

**How much does Nvest Advisors, LLC manage?**
Nvest Advisors, LLC reports $22,805,161 in regulatory assets under management in its Form ADV filing dated August 21, 2026 (76% discretionary).

**What types of clients does Nvest Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (186); high net worth individuals (3); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Does Nvest 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/277064

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $22,805,161
- Discretionary: $17,321,242
- Non-discretionary: $5,483,919

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 186 | $17,321,242 |
| High net worth individuals | 3 | $2,699,220 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $2,784,699 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, KS, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [climbmymountain.com](https://climbmymountain.com)
- [co401k.com](https://co401k.com)
- [co403b.com](https://co403b.com)
- [cofiduciary.com](https://cofiduciary.com)
- [lowcostfinancialplan.com](https://lowcostfinancialplan.com)
- [nvestacademy.com](https://nvestacademy.com)
- [nvestadvisors.com](https://nvestadvisors.com)
- [nvestinsurance.com](https://nvestinsurance.com)
- [nvestmacro.com](https://nvestmacro.com)
- [nvestme.com](https://nvestme.com)
- [tx401k.com](https://tx401k.com)
- [tx403b.com](https://tx403b.com)
- [txfiduciary.com](https://txfiduciary.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nvest Advisors, LLC (CRD 277064): Form ADV filing data as of October 2026.