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Matthew Christopher Nelson

FLOURISH FINANCIAL PLANNING
GRAPEVINE, TX
·CRD# 5738090·16 years experience

Professional Summary

Matthew Christopher Nelson, who also goes by Matt Nelson, Matthew C. Nelson, is a registered financial advisor currently at FLOURISH FINANCIAL PLANNING located in Grapevine, Texas. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Matthew has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Matt Nelson, Matthew C. Nelson

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

16 years in the financial services industry

Current & Past Employments

FLOURISH FINANCIAL PLANNING·CRD# 295401
RIA
1785 State Hwy 26 Ste 200, Grapevine, TX 76051
January 12, 2022 - Present
MASTER PLAN FINANCIAL ADVISERS·CRD# 297207
RIA
Denton, TX
December 24, 2018 - February 13, 2020
FARMERS FINANCIAL SOLUTIONS, LLC·CRD# 103863
BD
Olympia, WA
April 1, 2010 - April 26, 2011

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Current Firm

FLOURISH FINANCIAL PLANNING
FLOURISH FINANCIAL PLANNING

FLOURISH FINANCIAL PLANNING | SDG FINANCIAL PLANNING, LLC

CRD#: 295401
Louisiana
Registered Investment Advisory firm - Louisiana (11/19/2019 Terminated)
Texas
Registered Investment Advisory firm - Texas (4/18/2018 Approved)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

1785 State Hwy 26 Ste 200, Grapevine, TX 76051

Phone Number

(817) 799-7699

# of Employees

4

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

199

AUM (Assets Under Management)

$32,857,199

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Matthew C. Nelson is currently employed as Partner and Vice President at Nelson & Nelson Tax Services, Inc. He devotes approximately 50% of his time during normal securities trading hours to these activities. This is not investment related. 1301 FM 407, Ste. 207; Lewisville; 75067; TX; USA. The business is tax preparation. This position started in Oct 2006. His role is managing the company. He spending approximately 80 hours per month in this position. Matthew C. Nelson is currently employed as Partner and President at Nelson Andries Tax LLC d/b/a Master Plan Bookkeeping. He devotes approximately 5% of his time during normal securities trading hours to these activities. This is not investment related. 1011 Surrey Ln Bldg 200, Flower Mound, TX 75022 The business is tax preparation. This started in November 2018. His role is executive guidance for the company. He spending approximately 8 hours per month on this role.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Texas
(1/12/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2018About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2010About the Series 63 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Mar 2010About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Matthew Christopher Nelson's CRS (Customer Relationship Summary).

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