NESTEGGS, INC.
SEC Registeredturn-key. transparent. Transformative.
About the firm
NestEggs is a fully integrated third-party administrator, open architecture record keeper and Registered Investment Adviser. They custom build and operate 401(k), pension, Multiple Employer Plans & Pooled Employer Plans and provide §3(16) Fiduciary Administration and §3(38) Fiduciary Investment Management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Custom-built 401(k) and pension plans, Multiple Employer Plans, Pooled Employer Plans, third-party administration, open architecture recordkeeping, §3(16) Fiduciary Administration, §3(38) Fiduciary Investment Management, payroll integration, and employee enrollment and education technology.
Who they serve
PEOs, Advisors, Employers, CPAs, and Associations
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 135 | $20M |
| High Net Worth Individuals | 38 | $96M |
| Charitable Organizations | 443 | $795M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
Data as of February 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NESTEGGS, INC. 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.
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