Your financialdecisions deservea real partner
You’re at a stage where the financial decisions are bigger, the tradeoffs are harder, and the stakes keep getting higher. We’re here to help you navigate it all.
Make the most of your money today,
while building the future you want
Wealth planning
Life is constantly changing and your financial plan should be ready for that. We build a clear, flexible strategy for where you want to go and update it as things change.
Investment management
We build and manage a low-cost, diversified portfolio around your goals, values, and risk tolerance.
Results may vary depending on individual circumstances.
Financial coaching
New baby. Equity vest. Home purchase. We walk you through the options, lay out the trade-offs.
Why we built this
When our CEO, Ryan Sterling, couldn't find the right financial support when he needed it most, he developed a different approach
We're your partners — not salespeople
- Founder and CEO of NerdWallet Wealth Partners
- 20+ years of experience in wealth management
- MBA in Investment Management from Vanderbilt University
- A former child actor, he’s still a current SAG cardholder
- More than 10 years in financial services, including six years in wealth management
- Master of Commerce in Finance from the University of Cape Town; Master of Science in Psychology from the University of East London
- Traveled to five continents and lived on three
- 10 years of wealth management experience from Capital Group, BNY Mellon Wealth Management, and Fidelity Institutional Asset Management
- BS in Finance and Economics from Providence College; Certificate in Financial Planning from New York University
- An avid golfer, hiker, and snowboarder
- 18 years of experience in the financial industry, including eight years in wealth management
- Previously worked at Capital Group
- J.D. from the University at Buffalo Law School
- Passionate about helping women-led households and non-traditional families
- Never skips her 5 a.m. OrangeTheory class
- 10 years of experience in wealth management, including nine years at Goldman Sachs
- Master's in Personal Financial Planning from Bentley University
- Became a new dad in December 2025, but still fits in skiing, golf, and yoga when he can
- 10 years in wealth management, previously worked at BNY
- B.S. in Finance from Providence College
- Former High School Ice Hockey Coach
- Chartered Accountant (CA ANZ)
- 8 years in wealth management, 3 years in accounting. Previously worked at Koda Capital and Deloitte.
- Monash University (Melbourne, AZ)
- Lived in three countries and visited 37
- 4+ years experience in wealth management, previously worked at UBS and NewEdge Wealth
- B.S. at Syracuse University
- Ran the NYC marathon in under three hours
- Level II Candidate in the Chartered Financial Analyst program
- Previously worked at Capital Group and Tough Mudder as Head of Events, where he oversaw the financial performance and delivery of over 60 events nationwide
- B.A. in Economics from Trinity College
- Proud Concord, MA native and stereotypical Boston sports fan
- 8+ years of experience in wealth management, previously worked at Rockefeller Capital Management and Bernstein
- B.S. in Economics from University of Wisconsin-Madison
- Didn't miss a single home football or basketball game in his four years in Madison
Transparent Fee. No surprises.
The typical advisory fee for portfolios under $1,000,000 is 1.00%.¹
Our maximum advisory fee is 0.9% for portfolios of $100,000+.
No stacked charges, no hidden costs, no fine print.
| Portfolio Size | Industry Typical 1 | Our Fee | Savings |
|---|---|---|---|
| $100K - $499K | 1.00% | 0.90% | 10% less |
| $500K - $999K | 1.00% | 0.80% | 20% less |
| $1M - $2.4M | 0.90% | 0.70% | 22% less |
| $2.5M - $4.9M | 0.90% | 0.60% | 33% less |
| $5M - $9.9M | 0.75% | 0.50% | 33% less |
| $10M+ | 0.60% | 0.40% | 33% less |
¹ Industry typical data sourced from Kitces Research, How Financial Planners Actually Do Financial Planning (Vol. 2, 2024), Page 107
FAQs
¹ Industry typical data sourced from Kitces Research, How Financial Planners Actually Do Financial Planning (Vol. 2, 2024), Page 107