NestEggs Retirement Plan Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Financial planning was provided to 26–50 clients last fiscal year.
NestEggs Retirement Plan Services reports 616 clients. They include 443 pension and profit-sharing plans, 135 individual clients, and 38 high-net-worth individuals. Of its assets, 90.3% ($823M across 722 accounts) are managed with discretion; $88.4M across 37 accounts are not. A wrap fee program the firm both sponsors and manages holds $116M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 22% | 2% |
| High-net-worth individuals | 6% | 11% |
| Pension and profit-sharing plans | 72% | 87% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 135 | $20.2M | 2.2% | $149K |
| High-net-worth individuals | 38 | $95.9M | 10.5% | $2.52M |
| Pension and profit-sharing plans | 443 | $795M | 87.3% | $1.8M |
| Total | 616 | $911M | 100% | $1.48M |
- Clients
- 135
- Regulatory AUM
- $20.2M
- AUM share
- 2.2%
- Avg. per client
- $149K
- Clients
- 38
- Regulatory AUM
- $95.9M
- AUM share
- 10.5%
- Avg. per client
- $2.52M
- Clients
- 443
- Regulatory AUM
- $795M
- AUM share
- 87.3%
- Avg. per client
- $1.8M
Total
- Clients
- 616
- Regulatory AUM
- $911M
- AUM share
- 100%
- Avg. per client
- $1.48M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
NestEggs Retirement Plan Services is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Kevin Cheezum owns 25% to 50% of NestEggs Retirement Plan Services. The leadership team of NestEggs Retirement Plan Services includes President Kevin Cheezum and Chief Financial Officer Blake Macklin. It has 29 employees, 9 of them in advisory roles.
Staff
- 29 employees
- 9 in advisory functions
- 9 state-registered reps
- 1 insurance agent
- Owns 25% to 50% of Nesteggs Retirement Plan Services, Inc.
Kevin Cheezum
Control person · since August 2018
- Owns 25% to 50% of Nesteggs Retirement Plan Services, Inc.
Blake Macklin
Control person · since November 2016
- Owns 25% to 50% of Nesteggs Retirement Plan Services, Inc.
Alexander Jenkins
Control person · since January 2024
NestEggs Retirement Plan Services’ regulatory assets grew 3.3× from $277M (March 2021) to $911M (July 2026); clients rose from 305 to 616 and employees from 15 to 29.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $911M | 616 | 29 | 1 |
| Mar 2025March 2025 | $725M | 510 | 23 | 1 |
| Jun 2024June 2024 | $484M | 440 | 18 | 1 |
| Mar 2023March 2023 | $340M | 400 | 17 | 1 |
| Mar 2022March 2022 | $379M | 397 | 14 | 1 |
| Mar 2021March 2021 | $277M | 305 | 15 | 1 |
Besides its headquarters, NestEggs Retirement Plan Services has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 10407 Centurion Parkway North, Suite 126, JacksonvilleHQ
Contact and registration details
- Legal name
- Nesteggs Retirement Plan Services, Inc.
- Headquarters
- 10407 Centurion Parkway North, Suite 126, Jacksonville, FL 32256
- Website
- nesteggs401k.com
- Phone
- 904-348-3131
- SEC file
- 801-63869
- Structure
- Florida corporation
- Fiscal year end
- December
NestEggs Retirement Plan Services’ named custodians for separately managed accounts are Charles Schwab ($795M, 87%) and Charles Schwab ($114M, 13%). NestEggs Retirement Plan Services has custody of $795M for 443 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $114M13%
- Charles SchwabCharles Schwab Trust Bank · Westlake, TX · $795M87%
At year end, NestEggs Retirement Plan Services’ separately managed accounts were mostly in funds (94%).
What the accounts hold
- Stocks4%
- Funds94%
- Cash2%
How many clients does NestEggs Retirement Plan Services have?
NestEggs Retirement Plan Services has 616 clients and manages $911 million for them, as of July 2026. They include 443 pension and profit-sharing plans, 135 individual clients, and 38 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 July 2026
What services does NestEggs Retirement Plan Services offer?
NestEggs Retirement Plan Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does NestEggs Retirement Plan Services use?
NestEggs Retirement Plan Services’ separately managed account assets are held at Charles Schwab Trust Bank (Westlake, TX), with $795M and Charles Schwab & Co., Inc. (Westlake, TX), with $114M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 July 2026
How many financial advisors does NestEggs Retirement Plan Services have?
NestEggs Retirement Plan Services has 9 investment adviser representatives registered with state securities authorities, out of 29 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does NestEggs Retirement Plan Services invest in?
At the end of its last fiscal year, NestEggs Retirement Plan Services’ separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 4% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns NestEggs Retirement Plan Services?
NestEggs Retirement Plan Services’ direct owners are Kevin Cheezum, Blake Macklin and Alexander Jenkins, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 7 July 2026
How does NestEggs Retirement Plan Services get paid?
NestEggs Retirement Plan Services is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact NestEggs Retirement Plan Services?
NestEggs Retirement Plan Services’ main office is at 10407 Centurion Parkway North, Suite 126, Jacksonville, FL 32256. Its phone number is 904-348-3131. Its website is nesteggs401k.com.