THE NESTEGG GROUP, INC.
SEC RegisteredTaking steps today, to enjoy tomorrow.
About the firm
Nestegg builds investment portfolios for individuals who are growing a business, building a career, inheriting, or working through other life events. Clients often lack the time, interest, knowledge, or discipline for investing and delegate this responsibility to Nestegg. The firm endeavors to protect clients from common portfolio mistakes and exploitation by questionable investment schemes.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Building and managing investment portfolios for individuals going through various life events, protecting clients from common portfolio mistakes and questionable investment schemes.
Who they serve
Business owners, recent college graduates, children and family members of current clients, bright professionals, widows or widowers, divorcees, and inheritors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 122 | $44M |
| High Net Worth Individuals | 65 | $287M |
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 $1,000,000 | 1.00% |
| Next $1,000,000 | 0.75% |
| Over $2,000,000 | 0.50% |
Data as of March 16, 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. THE NESTEGG GROUP, 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.
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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