Douglas Nelson

CPA, PFS

TCI Wealth Advisors

Advisor, Shareholder

Douglas Nelson

CPA, PFS

TCI Wealth Advisors

Advisor, Shareholder

When we say clients come first, we mean it. Every aspect of our firm makes this promise a priority. - Douglas Nelson, CPA, PFS

Fee-Only financial planner located in Reno, NV, serving clients locally and across the country

Douglas Nelson is a Reno, NV fee-only financial planner. TCI Wealth Advisors provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Douglas Nelson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Douglas L. Nelson, CPA, PFS is an advisor and chairman of TCI Wealth Advisors (”TCI”). Doug has received numerous national recognitions based upon his belief that investment success involves integrating clients’ lifestyle goals with their investment plans. During the last decade, Worth, Barron’s, and Bloomberg Magazine regularly recognized Doug’s work as one of the top, independent financial advisors in the nation.

In 2011, Doug published the book Art, Artists & Money, available at artartistsmoney.com , with the goal of helping creative professionals better understand their financial options as artists. Recently, Doug joined the Board of Directors for the School for Advanced Research in Santa Fe.

Doug spends time with his wife, Brenda, and his family in Reno, Santa Fe and recently moved to Tucson. He is a passionate fly fisherman, including a one-in-a-lifetime fishing expedition on the Amazon, and enjoys tying his own flies. Doug is also an aficionado of craft beer, single-malt whiskeys, and cigars and states that regular exercise keeps his vices under control. He also stays “civilized” as his wife takes him to art galleries, shows and openings.

Douglas Nelson is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

TCI Wealth Advisors is an independent, fee- only, fiduciary providing comprehensive, coordinated and objective wealth management advice to individuals and families.  We serve as a trusted advisor, partnering with our clients on their journey toward financial clarity, prosperity and overall well-being.  Our mission extends beyond simply helping clients manage their money; we also believe we have the opportunity to help clients develop a more robust understanding of the relationship between their money and their happiness. Our wealth management process helps clients align their primary resources (money, time, energy) with their priorities.  We help clients plan for the future while also helping them live a purpose-filled life today.

With five offices and over $3 billion in assets under management, we are large enough to provide sophisticated solutions to complicated problems, yet small enough to have personalized relationships with you and your family. For over 30 years we have been a purpose-driven organization, driven to empower, educate and advise clients as they work towards their personal definition of success.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Douglas Nelson is a NAPFA Associate Member

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • CPA - Certified Public Accountant
    Douglas Nelson is a Certified Public Accountant (Learn More)

    Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.

  • CPA/PFS - Personal Financial Specialist
    Douglas Nelson is a Personal Financial Specialist (PFS)

    The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.

  • Centre for Fiduciary Excellence (CEFEX)
    TCI Wealth Advisors has earned the Centre for Fiduciary Excellence (CEFEX) Investment Advisor certification.

    The independent CEFEX Investment Advisor certification demonstrates adherence to a best-practice standard.

    CEFEX advisory firms adhere to the Global Fiduciary Standard of Excellence. This means they act in the best interest of investors. This is in contrast with a firm that lacks a fiduciary process. The fiduciary standard offers a consistency of interpretation and implementation, which facilitates the transfer of knowledge between the advisor, clients, vendors and regulators.

    The objective is simple: to protect investors.

Contact Douglas Nelson

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Office Locations:

  • 4011 E. Sunrise Dr
    Ste B
    Tucson, AZ 85718

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