Fee-only adviser · Sugar Land, TX
Nestvst
Nestvst is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Sugar Land, Texas. On its latest Form ADV, filed March 13, 2026, it reports $7K in regulatory assets under management, 5 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 | SEC-registered |
|---|---|
| Firm CRD number | 336825 · SEC file 801-134368 |
| Office | 14090 Southwest Fwy Suite 300 Sugar Land, TX 77478 |
| Phone | (832) 592-1760 |
| Website | www.nestvst.com |
| Regulatory assets under management | $7K |
| Individual clients | 5 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Fixed fee |
| Services | Portfolio management |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 13, 2026 |
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.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- 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.
Other fee-only advisers in Sugar Land
- RWM Capital, LLC $222M
- Sweetwater Financial Advisors, LLC $84M
- WJ Interests, LLC $634M
- Kings Path Partners LLC $1.5B
- Collins Wealth Management $3.6M
- Domani Investments Inc. $10M
See all 11 fee-only advisers in Sugar Land →
Nearby
- Stafford 1 firm
- Missouri City 1 firm
- Bellaire 3 firms
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- Richmond 1 firm
- Katy 5 firms
- Pearland 2 firms
- Fulshear 1 firm
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