NBZ INVESTMENT ADVISORS, LLC
SEC RegisteredInnovative Planning · Diversified Investing
About the firm
NBZ Investment Advisors, LLC is a registered investment advisor that helps clients manage their investments in a way that matches their long-term goals, risk tolerance, and tax circumstances. The firm combines a background as CPAs with holistic, integrated investment planning across tax, estate, and retirement considerations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized investment portfolio construction and allocation, holistic financial planning integrated with tax, estate, and retirement planning, financial modeling, risk tolerance assessment, and ongoing communication and reporting on investment progress.
Who they serve
Individual clients seeking investment management aligned with their long-term goals, risk tolerance, and tax circumstances, including those with questions on retirement, college savings, real estate, and business decisions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 84 | $20M |
| High Net Worth Individuals | 114 | $411M |
| Charitable Organizations | 1 | $359k |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 0.75% |
| Next $2,500,000 | 0.50% |
| Balance above $3 Million | 0.00% |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NBZ INVESTMENT ADVISORS, LLC 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 the SEC or FINRA websites before making any decision.