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NerdWallet Wealth Partners

123 William Street, 21st Floor

New York City, NY 10038

917-602-8505

Your financial decisions deserve a real partner.

About NerdWallet Wealth Partners

You're at a stage where the financial decisions are bigger, the tradeoffs are harder, and the stakes keep getting higher. We are here to help you navigate it all.

Disclosures:

WiserAdvisor is not a client of NerdWallet Wealth Partners. NerdWallet Wealth Partners pays WiserAdvisor a cash fee for this profile and for referrals, creating a conflict of interest.

See Disclosures

General Information

Firm Start Year

CRD#

337328

Firm CRD#

337328

States Licensed in

Serves clients nationwide

Work with the following types of clients

Individual Investors

Advisory Services Provided

Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Wealth Management

Services

Investment Types

Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Stocks, Bonds, Options & Futures, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Video Conference, Phone, Email

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Based on Assets

Additional Details on Charges

$100K-$499K - 0.9%
$500K-$999K - 0.8%
$1M - $2.49M - 0.7%
$2.5M - $4.9M - 0.6%
$5M - $9.9M - 0.5%

Disclosures

RetirementPlanning.net is not a client of NerdWallet Wealth Partners. NerdWallet Wealth Partners pays RetirementPlanning.net a cash fee for this profile and for referrals, creating a conflict of interest.

Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1893287/retirementplanning-NerdWallet-Wealth-Partners-detailed-disclosure.html

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