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NERDWALLET ADVISORY

SCOTTSDALE, AZ · CRD 325767 · IAPD ↗ · match.nerdwalletadvisors.com · 415-549-8913

$0Regulatory AUM
1Advisory reps
6Employees
40201Clients
n/aPlanning clients
0Private funds
52States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

15
April 2026 — NERDWALLET ADVISORY changed its website from nerdwalletplanning.quinnadvisor.com to match.nerdwalletadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
15
August 2025 — NERDWALLET ADVISORY changed its website from nerdwalletcoach.uprise.us to nerdwalletplanning.quinnadvisor.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
34
August 2025 — NERDWALLET ADVISORY notice-filed in ND, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
June 2025 — NERDWALLET ADVISORY notice-filed in HI, ID, KS, ME, MT, NE, NM, RI, SD, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
15
April 2025 — NERDWALLET ADVISORY changed its website from nerdwalletadvisors.com to nerdwalletcoach.uprise.us.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
35
April 2025 — NERDWALLET ADVISORY moved its main office from SAN FRANCISCO, CA to SCOTTSDALE, AZ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
40
April 2025 — NERDWALLET ADVISORY notice-filed in AK, AL, AR, CT, DC, DE, GA, IA, IN, KY, LA, MD, MI, MN, MO, MS, NC, NV, OH, OK, PR, SC, TN, WI, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
April 2024 — NERDWALLET ADVISORY notice-filed in CO, MA, NH, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — NERDWALLET ADVISORY's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
50
March 2024 — NERDWALLET ADVISORY notice-filed in AK, AZ, FL, IL, MN, NJ, OH, PA, TX, UT, VA, WA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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