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NESTEGGS, INC.

JACKSONVILLE, FL · CRD 133507 · IAPD ↗ · nesteggs401k.com · 904-348-3131

$911.3MRegulatory AUM
9Advisory reps
29Employees
0Clients
26-50Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2026 — NESTEGGS, INC. reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
March 2026 — NESTEGGS, INC. reported RAUM up 26% ($724.7M -> $911.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
April 2025 — NESTEGGS, INC. notice-filed in IL, NC, NJ, NY, PA, SC, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — NESTEGGS, INC. began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
64
April 2025 — NESTEGGS, INC. reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2025 — NESTEGGS, INC. now reports custody of client assets ($4.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2025 — NESTEGGS, INC. crossed $500M in regulatory AUM ($484.2M -> $724.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
78
April 2025 — NESTEGGS, INC. now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
66
April 2024 — NESTEGGS, INC. reported RAUM up 42% ($339.9M -> $484.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.