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David Austin Mott

Investment Adviser Representative at Nexus ONE Financial Advisors LLC

Plano, TXCRD #7570041Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

David Austin Mott is an investment adviser representative with Nexus ONE Financial Advisors LLC in Plano, TX, where they have been registered since 2025. They have worked in the securities industry since 2022 and were previously registered with Retirement Planners of America. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Texas.

Office

5060 Tennyson Pkwy, Suite 300
Plano, TX 75024

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/23/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Nexus ONE Financial Advisors LLCCurrent
10/8/2025 – Plano, TX
Retirement Planners OF America
6/10/2022 – 1/7/2026Plano, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Retirement Planners OF America
    Jun 2022 – Oct 2025Plano, TX
  2. BALL DPF, LLC
    Dec 2017 – Apr 2022Sherman, TX
  3. ESAB
    Jun 2017 – Nov 2017Denton, TX
  4. Master Halco
    Jun 2011 – Jun 2017Irving, TX
  5. Nexus ONE Financial Advisors LLC
    Oct 2025 – no end date reportedPlano, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Nexus ONE Financial Advisors LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Nexus One offers investment management, tax planning, cashflow planning, estate planning, Social Security strategy, Medicare guidance, wealth protection, legacy and wealth transfer planning, and guidance on large purchases and recreation/lifestyle goals, all delivered through a holistic Nexus Life Plan.

Financial PlanningPortfolio Management for Individuals and Small Businesses
Firm areas of expertise
Investment ManagementTax PlanningRetirement PlanningEstate PlanningCashflow PlanningSocial SecurityMedicareWealth ProtectionLegacy PlanningWealth TransferFinancial Life Planning+1 more

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
6
Offices listed on AdvisorFinder:
1
Main office:
Plano, TX
SEC file number:
801-134359

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 3, 2026

View full firm profile

Other advisors at Nexus ONE Financial Advisors LLC

5 other advisors in the directory

View Nexus ONE Financial Advisors LLC firm profile

Similar advisors in Plano, TX

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Austin Mott has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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