Nectarine Financial

Nectarine Financial We're fixing financial advice.

01/05/2026

Flat-fee financial advisors. No sales pitches. No commissions. No AUM fees. Find us at hellonectarine.com

The endorsements displayed in this post have been provided by clients who have completed an engagement through Nectarine. No compensation was paid for any endorsement and the endorsements may not necessarily be representative of all Nectarine experiences. Please refer to hellonectarine.com for all relevant disclosures.

Say hello to The Ongoing: your new go-to financial advisor, support system, and accountability partner all in one!Get co...
12/12/2025

Say hello to The Ongoing: your new go-to financial advisor, support system, and accountability partner all in one!

Get continuous support from an advisor who knows all about you, including:
• Quarterly check-in meetings
• Unlimited email support
• A personalized 2-page annual financial checkup

Your advisor can guide you through goals such as:
• Increasing your net worth
• Achieving early retirement
• Handling Roth conversions
• Planning how to take money out in retirement

Each advisor has limited spots! Visit hellonectarine.com to learn more and choose your advisor.

-Jeremy, Shane, and Vivi

The Nectarine team is growing! We’re BEYOND excited to welcome Tony to the team! Tony is an expert software engineer and...
12/02/2025

The Nectarine team is growing! We’re BEYOND excited to welcome Tony to the team! Tony is an expert software engineer and technology leader who joins us from his former job at a well funded, large publicly traded tech company. Tony and Nectarine co-founder Jeremy go WAY back to 2013 when Tony joined Jeremy’s first startup as a software engineer. More recently, Tony and Jeremy were talking about working together again, and Tony couldn’t resist the enticing offer of an eye-watering pay cut in exchange for slightly less corporate bureaucracy.

Tony enjoys tackling interesting technology problems, playing disc golf, spending time with his family, and suspiciously NEVER being seen in the same room as mysterious graffiti artist, Banksy.

If you’re a Nectarine customer, you may have ALREADY noticed Tony’s work as he is leading the charge on integrating the net worth tracking tool into the Nectarine app. Many more exciting updates are on their way as well! Thank you Tony!

-Jeremy, Shane, and Vivi

WE’RE HIRING! Nectarine was created to reshape the way we get financial advice… because everyone deserves access to an h...
11/11/2025

WE’RE HIRING!

Nectarine was created to reshape the way we get financial advice… because everyone deserves access to an honest, trustworthy financial advisor, regardless of their portfolio size.

We believe in transparency through flat-fee pricing, unfiltered testimonials, and a truly conflict-free model, all while delivering an exceptional client experience.

We have 23 financial advisors on the platform and are ready to expand the team!

To learn more and apply, click the link in bio or visit hellonectarine.com/recruit

Please share this with anyone you know who might be interested!

-Jeremy, Shane, and Vivi

11/06/2025

Flat-fee financial advisors. No sales pitches. No commissions. No AUM fees. Find us at hellonectarine.com

After lots of requests for continuous support, we are excited to announce our newest offering!The Ongoing allows you to ...
10/02/2025

After lots of requests for continuous support, we are excited to announce our newest offering!

The Ongoing allows you to build a long term relationship with a dedicated advisor who knows you well. You can reach out to them anytime you have questions and they will help you navigate whatever comes your way.

It’s important to know what you need to do with your finances, but it’s equally important to follow through and stay consistent. Your dedicated advisor will check in on you, help you stay on track, and keep you accountable. Think of them as your financial personal trainer.

Launching soon. Stay tuned!

-Jeremy, Shane, and Vivi

It was just May of last year that we were celebrating our 1,000th Nectarine meeting as a whole, but here we are today wi...
01/31/2025

It was just May of last year that we were celebrating our 1,000th Nectarine meeting as a whole, but here we are today with ONE advisor hitting 500 meetings!

Adam joined Nectarine about 9.5 months ago, which means he’s been averaging 2.5 meetings a day, excluding weekends and holidays. What’s even more impressive is that Adam has 175 reviews and every single one is 5 stars!! 👏

On top of that, 20+ clients have signed up to work with Adam on a comprehensive financial planning engagement (aka “The Plan”).
coleman.finance , it’s been amazing seeing you make an impact on so many people, and we are very grateful to have you as part of the team!

-Jeremy, Shane, and Vivi

Disclosure: The reviews referenced have been provided by clients who have completed an engagement with an Advisor. No compensation was paid for any reviews and the reviews may not necessarily be representative of all Nectarine experiences. Please see the link in bio for more details.

Nectarine officially launched on February 19th, 2024. Before that, we spent over a year behind the scenes to do market r...
12/27/2024

Nectarine officially launched on February 19th, 2024. Before that, we spent over a year behind the scenes to do market research, ensure compliance, develop our business plan, test our idea, and so much more. All while having no idea if this would become a viable business.

But fast forward to today and the response we have received has been incredible. It feels surreal that we have gotten this far.

Thanks for helping us with our mission of making the world a more financially empowered place! We have more exciting things ahead in 2025, so stay tuned!

-Jeremy, Shane, and Vivi

Disclosure: The reviews referenced have been provided by clients who have completed an engagement with an Advisor. No compensation was paid for any reviews and the reviews may not necessarily be representative of all Nectarine experiences. Please see the link in bio for more details.

After years of attending , it was a special milestone for us to sponsor this year’s opening reception! And as a bootstra...
11/13/2024

After years of attending , it was a special milestone for us to sponsor this year’s opening reception! And as a bootstrapped company that just officially launched in February, this is not something that we envisioned would happen so soon.

This was only made possible thanks to the trust and support from our clients, advisors, and community who have believed in us and our mission to make financial advice accessible. There is more to come ahead! :)

-Jeremy, Shane, and Vivi

We started Nectarine because finding a good financial advisor was way more complicated than it should be.Some financial ...
08/02/2024

We started Nectarine because finding a good financial advisor was way more complicated than it should be.

Some financial advisors won’t work with you unless you have a ton of money. Maybe they’ll charge you a high fee to manage your assets, or they will try to sell you a life insurance policy even if you don’t need it. Why? Because that’s how they make money.

Our advisors get paid the same regardless of how much you have and what you decide to do with your money. So our goal is to simply recommend what’s best for YOU and your future and nothing else.

-Jeremy, Shane, and Vivi

Did you know that the term “financial advisor” isn’t regulated? And the term “fiduciary” doesn’t help narrow down a good...
07/14/2024

Did you know that the term “financial advisor” isn’t regulated? And the term “fiduciary” doesn’t help narrow down a good financial advisor either?

The industry is filled with 250+ titles, designations, and certifications including financial advisor, financial planner, CFP®, CFA. And unfortunately, a commissioned insurance salesperson can still have all of these labels on their business card, so it’s more important to understand how they’re getting paid.

When your financial advisor is paid directly for their advice, it eliminates any conflicts of interest and allows them to provide unbiased guidance based on what is truly best for you.

-Jeremy, Shane, and Vivi

Nectarine was up and running for about 4 months before the official launch. To prepare for launch day, we needed enough ...
06/14/2024

Nectarine was up and running for about 4 months before the official launch.

To prepare for launch day, we needed enough financial advisors on the platform to fulfill the demand. And at that time, each advisor could only take a maximum of 5 clients in each state (except for the state they are registered in). This means that most advisors quickly maxed out their availability in populated states like California, and Californians had very limited options on who they could meet with!

Since then we’ve brought on more advisors and got fully SEC registered so that our advisors can serve unlimited clients in every state. We are able to take on many more clients now!

But how do we bring them in? We can’t keep doing an Instagram launch to attract customers, but we plan to launch an affiliate program, improve SEO, experiment with paid ads, do more podcast appearances, and hopefully find a software developer so Jeremy isn’t coding all day! The customers are out there, we just need to find them!

-Jeremy, Shane, and Vivi

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Atlanta, GA

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