NERDWALLET ADVISORY

NERDWALLET ADVISORY LLC

CRD 325767 · SEC 801-127978

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4150 N DRINKWATER BLVD., SUITE 200, SCOTTSDALE, AZ, 85251, United States

Phone

415-549-8913

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

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Discretionary AUM

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Team

6 total employees; 1 advisory reps; 40201 broker-dealer reps

Clients

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Fees

FIXED REFERRAL FEE

Org form

Limited Liability Company

Filing date

2026-03-19

Disciplinary history

Services

Selection of other advisersREFERRAL TO FINANCIAL PLANNING PROVIDERS

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://match.nerdwalletadvisors.com/find-my-advisor/age?utm_source=%2Fbest%2Finvesting%2Ffinancial-advisors&utm_medium=nerdwall
https://nerdwalletcoach.uprise.us/
https://nerdwalletplanning.quinnadvisor.com/

Official SEC filing: View on IAPD