Overview
Assets Under Management: $552 million
Headquarters: PLANO, TX
High-Net-Worth Clients: 185
Average Client Assets: $2 million
Frequently Asked Questions
NEXUS ONE FINANCIAL ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #336809), NEXUS ONE FINANCIAL ADVISORS LLC is subject to fiduciary duty under federal law.
NEXUS ONE FINANCIAL ADVISORS LLC is headquartered in PLANO, TX.
NEXUS ONE FINANCIAL ADVISORS LLC serves 185 high-net-worth clients according to their SEC filing dated January 17, 2026. View client details ↓
According to their SEC Form ADV, NEXUS ONE FINANCIAL ADVISORS LLC offers financial planning and portfolio management for individuals. View all service details ↓
NEXUS ONE FINANCIAL ADVISORS LLC manages $552 million in client assets according to their SEC filing dated January 17, 2026.
According to their SEC Form ADV, NEXUS ONE FINANCIAL ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 185
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.60
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,661
Discretionary Accounts: 1,661
Regulatory Filings
CRD Number: 336809
Filing ID: 2042290
Last Filing Date: 2026-01-17 09:47:48