Topline | Gordon Nelson

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Gordon Nelson

Director, Financial Planning at Aurelius Family Office

Intro Book

Seasoned financial professional with 20+ years of experience in financial planning, accounting, and wealth management.

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Location

Logan, Utah, United States, US

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Gordon has 20+ years of experience in financial planning, accounting, and wealth management. He’s a CFP and CPA, which are high-demand certifications. He’s worked with various organizations, including family offices and wealth management firms. Location is Logan, Utah, which is a relatively small market. However, his experience and certifications put him in a strong position to command a higher rate. Considering the industry average for CFPs and CPAs in the US, I’d estimate his rate to be around $250 per hour. This is slightly higher than the national average, but his experience and certifications justify it.

Bio

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Topline AI

Gordon Nelson is a seasoned financial professional with 20+ years of experience in financial planning, accounting, and wealth management. He holds a Master's degree in Accounting from Utah State University and is a Certified Financial Planner (CFP) and Certified Public Accountant (CPA). Gordon has worked with various organizations, including Aurelius Family Office, Birch Creek Gift Planning, Inc., Keystone Wealth Managment, Inc., Safari Club International, Merrill Lynch, Peterson Allred Nelson CPAs, and Rudd and Company, PLLC.

Credentials

Certified Financial Planner (CFP)

CFP Board

May, 2010
- Apr, 2026
Certified Public Accountant

AICPA

May, 1993
- Apr, 2026

Experience

Aurelius Family Office
- Logan, Utah, United States
- Director, Financial Planning
  - Feb 2023 - Present
  - Logan, Utah, United States
Birch Creek Gift Planning, Inc.
- Logan, Utah, United States
- Owner - Professional Gift Planner
  - Jan 2021 - Present
  - Logan, Utah, United States
  Professional gift planner helping non-profit organizations educate and inspire their supporters about planned giving opportunities as an out-sourced planned giving specialist.
Keystone Wealth Managment, Inc.
- Logan, Utah
- Financial Advisor
  - Sep 2003 - Feb 2023
  - Logan, Utah
  Registered Investment Advisor and Financial Planner
Safari Club International
- Major Gifts Manager/Planned Giving Specialist
  - Jan 2019 - Sep 2022
  Major Gifts Manager and Planned Giving Specialist for SCI Foundation
Merrill Lynch
- Logan, Utah
- Financial Advisor
  - Jul 1999 - Sep 2003
  - Logan, Utah
Peterson Allred Nelson CPAs
- Logan, Utah, United States
- Certified Public Accountant
  - May 1996 - Jul 1999
  - Logan, Utah, United States
  Partner in CPA firm
Rudd and Company, PLLC
- Idaho Falls, Idaho, United States
- Certified Public Accountant
  - Aug 1992 - May 1996
  - Idaho Falls, Idaho, United States
  CPA

Education

1988 - 1992

Utah State University
Master's degree, Accounting

1988 - 1992

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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Gordon Nelson

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100 Credits For FREE

$250.0

Hourly Rate