NerdWallet Wealth Partners
Assets Under Management
$300,000,000
About NerdWallet Wealth Partners
Clientele
Services Provided
Investment Management
Financial Planning
Retirement Planning
Investment Planning
Specialties and Expertise
Pricing Models
Advisor Links
Disclosures and Proof of License
NerdWallet Wealth Partners Disclosure
NerdWallet Wealth Partners LLC is an Investment Advisor registered with the U.S. Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training, nor does it constitute an endorsement by any securities regulator. Investment past performance is not a guarantee of future results. All investments carry some level of risk, including the potential loss of principal invested. AdvisorFinder LLC is a paid promoter of NerdWallet Wealth Partners LLC (“NWWP”) and is not affiliated with NWWP. AdvisorFinder LLC is not a client of NWWP. NWWP pays AdvisorFinder a one-time fee for each “Valid Contact Inquiry” submitted through its platform. The fee is tiered based on the prospective client’s self-reported investable asset range and currently ranges from $100 to $250 per inquiry. This compensation arrangement creates a conflict of interest because AdvisorFinder LLC has a financial incentive to recommend NWWP over other advisers. You do not pay any additional or increased fees to NWWP as a result of this referral arrangement. https://cdns3.nerdwallet.com/nerdwallet-advisors/wealth-partners/general_disclosure_20251001.pdf
AdvisorFinder Disclosure
AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.