{
  "crd_number": 139758,
  "slug": "nvest-wealth-strategies-inc-powell-oh-139758",
  "primary_business_name": "NVEST WEALTH STRATEGIES, INC.",
  "legal_name": "NVEST WEALTH STRATEGIES, INC.",
  "dbas": [],
  "city": "Powell",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "18140",
  "metro": {
    "cbsa_code": "18140",
    "common_name": "Columbus",
    "msa_name": "Columbus, OH",
    "path": "/advisors/oh/columbus"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-03-31",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-01-13",
  "carried_forward": false,
  "raum_total": 236690161.0,
  "raum_discretionary": 223508756.0,
  "raum_non_discretionary": 13181405.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 1195747.0,
      "count": 2
    },
    "individuals": {
      "raum": 114120691.0,
      "count": 138
    },
    "high_net_worth_individuals": {
      "raum": 121373723.0,
      "count": 47
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "periodicals_newsletters",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "OH",
    "TX"
  ],
  "websites": [
    "https://facebook.com/NvestWealthStrategies",
    "https://linkedin.com/company/nvest-wealth-strategies-inc.",
    "https://nvestwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/139758",
  "city_as_filed": "POWELL",
  "url": "https://advisorcensus.com/firm/nvest-wealth-strategies-inc-powell-oh-139758",
  "display_name": "Nvest Wealth Strategies, Inc.",
  "summary": "Nvest Wealth Strategies, Inc. is an SEC-registered investment advisory firm in Powell, OH, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 13, 2026.",
  "citation": "AdvisorCensus. Nvest Wealth Strategies, Inc. (CRD 139758): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Publication of periodicals or newsletters"
  ],
  "quick_answers": [
    {
      "q": "How is Nvest Wealth Strategies, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Nvest Wealth Strategies, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does Nvest Wealth Strategies, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated January 13, 2026 states: Up to $500,000: 1% a year; $500,000 to $2,000,000: 0.8% a year; $2,000,000 to $4,000,000: 0.6% a year; $4,000,000 to $6,000,000: 0.4% a year; Above $6,000,000: 0.2% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Nvest Wealth Strategies, Inc. located?",
      "a": "Nvest Wealth Strategies, Inc.'s principal office is in Powell, OH, according to its Form ADV."
    },
    {
      "q": "Is Nvest Wealth Strategies, Inc. registered with the SEC or a state?",
      "a": "Nvest Wealth Strategies, Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 139758."
    },
    {
      "q": "How much does Nvest Wealth Strategies, Inc. manage?",
      "a": "Nvest Wealth Strategies, Inc. reports $236,690,161 in regulatory assets under management in its Form ADV filing dated January 13, 2026 (94% discretionary)."
    },
    {
      "q": "How have Nvest Wealth Strategies, Inc.'s assets and staff changed since 2022?",
      "a": "In the Form ADV data for Nvest Wealth Strategies, Inc.: Regulatory assets under management: $152,864,686 in the October 2022 data and $236,690,161 in the October 2026 data, up 55%. Total employees: 2 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Nvest Wealth Strategies, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (138); high net worth individuals (47); charitable organizations (2)."
    },
    {
      "q": "Which custodians does Nvest Wealth Strategies, Inc. use?",
      "a": "Nvest Wealth Strategies, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Nvest Wealth Strategies, Inc. report any disciplinary disclosures?",
      "a": "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/139758"
    },
    {
      "q": "Does Nvest Wealth Strategies, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated January 13, 2026 says: \"Nvest attempts to open new client account relationships that are $250,000 minimum.\""
    },
    {
      "q": "What changed in Nvest Wealth Strategies, Inc.'s recent Form ADV filings?",
      "a": "In the February 2026 filing data: Regulatory assets under management went from $201,510,861 to $236,690,161 (+17%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 152864686.0,
      "total_employees": 2,
      "filing_date": "2022-03-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 140088444.0,
      "total_employees": 3,
      "filing_date": "2023-02-01"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 173589368.0,
      "total_employees": 3,
      "filing_date": "2024-01-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 201510861.0,
      "total_employees": 3,
      "filing_date": "2025-01-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 236690161.0,
      "total_employees": 4,
      "filing_date": "2026-01-13"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $201,510,861 to $236,690,161 (+17%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 13, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $500,000",
        "rate": "1%"
      },
      {
        "band": "$500,000 to $2,000,000",
        "rate": "0.8%"
      },
      {
        "band": "$2,000,000 to $4,000,000",
        "rate": "0.6%"
      },
      {
        "band": "$4,000,000 to $6,000,000",
        "rate": "0.4%"
      },
      {
        "band": "Above $6,000,000",
        "rate": "0.2%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $500,000: 1% a year",
          "$500,000 to $2,000,000: 0.8% a year",
          "$2,000,000 to $4,000,000: 0.6% a year",
          "$4,000,000 to $6,000,000: 0.4% a year",
          "Above $6,000,000: 0.2% a year"
        ],
        "quotes": [
          "Investment management fees are asset-based on a percentage of market value under management: Annual Rate $0 - $500,000 1.00% $500,000 - $2,000,000 0.80% $2,000,000 - $4,000,000 0.60% $4,000,000 - $6,000,000 0.40% $6,000,000 - Above 0.20% Asset Range"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000"
        ],
        "quotes": [
          "Nvest attempts to open new client account relationships that are $250,000 minimum."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 500000.0,
          "rate_pct": 1.0
        },
        {
          "min": 500000.0,
          "max": 2000000.0,
          "rate_pct": 0.8
        },
        {
          "min": 2000000.0,
          "max": 4000000.0,
          "rate_pct": 0.6
        },
        {
          "min": 4000000.0,
          "max": 6000000.0,
          "rate_pct": 0.4
        },
        {
          "min": 6000000.0,
          "max": null,
          "rate_pct": 0.2
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 250000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Investment management fees are asset-based on a percentage of market value under management: Annual Rate $0 - $500,000 1.00% $500,000 - $2,000,000 0.80% $2,000,000 - $4,000,000 0.60% $4,000,000 - $6,000,000 0.40% $6,000,000 - Above 0.20% Asset Range",
      "Nvest attempts to open new client account relationships that are $250,000 minimum."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/nvest-wealth-strategies-inc-powell-oh-139758.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 138,
      "fewer_than_5": false,
      "raum": 114120691.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 47,
      "fewer_than_5": false,
      "raum": 121373723.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": false,
      "raum": 1195747.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/139758",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}