AdvisorRanked
100
Clean

NERDWALLET ADVISORY

4150 N DRINKWATER BLVD., SCOTTSDALE, AZ 85251
Fiduciaryfee-onlySEC Registered
415-549-8913 match.nerdwalletadvisors.com/find-my-advisor/age?utm_source=%2Fbest%2Finvesting%2Ffinancial-advisors&utm_medium=nerdwall CRD #325767
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$0
Assets Managed
1
Clients
6
Employees
3
Years Active
since 2023

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46100. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 3 years.

Firm Details

Legal NameNERDWALLET ADVISORY
CRD Number#325767
SEC RegisteredYes
Registration Date2023-10-18
States RegisteredAZ
Assets Under Management$0
Number of Clients1
Employees6
Compensation Typefee-only
Last ADV Filing46100

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Frequently Asked Questions

Is NERDWALLET ADVISORY a fiduciary?

Yes. NERDWALLET ADVISORY is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does NERDWALLET ADVISORY charge clients?

NERDWALLET ADVISORY uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does NERDWALLET ADVISORY have any complaints?

No. NERDWALLET ADVISORY has zero complaints or disciplinary actions on file with the SEC or FINRA across 3 years of operation.

How does NERDWALLET ADVISORY compare to other advisors in SCOTTSDALE?

NERDWALLET ADVISORY has a Red Flag Score of 100/100. There are 84 registered advisory firms in SCOTTSDALE. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46100. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.