Nestegg Financial

Nestegg Financial is a fee-only investment adviser registered with the securities regulator of Massachusetts, with its main office in Middleton, Massachusetts. On its latest Form ADV, filed July 12, 2019, it reports $8.0M in regulatory assets under management, 50 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: Massachusetts
Firm CRD number	128936
Office	2 South Main Street Middleton, MA 01949
Phone	(781) 592-0006
Website	growanestegg.net
Regulatory assets under management	$8.0M
Individual clients	50 non-high-net-worth, 0 high-net-worth
Financial planning clients	26-50
How it charges	Fixed fee
Services	Financial planning, Portfolio management
Employees	1
Disciplinary disclosures	None reported
Latest Form ADV filing	July 12, 2019

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Nearby

• Danvers 3 firms
• Topsfield 2 firms
• North Reading 2 firms
• Lynnfield 5 firms
• Peabody 2 firms
• North Andover 6 firms
• Reading 1 firm
• Beverly 8 firms