Matthew Christopher Nelson

Employer firm

Flourish Financial Planning CRD 295401

$32.9M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2018 → 12/2020
  Master Plan Financial Advisers
  Flower Mound, TX
• 03/2018 → 11/2018
  Master Plan Tax & Bookkeeping
  Flower Mound, TX
• 10/2006 → Present
  Nelson & Nelson Tax Services, Inc
  Lewisville, TX
• 12/2014 → 12/2017
  Eagle Postal Center
  Lewisville, TX
• 11/2018 → Present
  Master Plan Bookkeeping
  Flower Mound, TX
• 01/2020 → Present
  Flourish Financial Planning
  Grapevine, TX

Previous Registrations

• 2018-12-24 → 2020-02-13
  Master Plan Financial Advisers
  Denton, TX

Other Businesses

Matthew C. Nelson is currently employed as Partner and Vice President at Nelson & Nelson Tax Services, Inc. He devotes approximately 50% of his time during normal securities trading hours to these activities. This is not investment related. 1301 FM 407, Ste. 207; Lewisville; 75067; TX; USA. The business is tax preparation. This position started in Oct 2006. His role is managing the company. He spending approximately 80 hours per month in this position. Matthew C. Nelson is currently employed as Partner and President at Nelson Andries Tax LLC d/b/a Master Plan Bookkeeping. He devotes approximately 5% of his time during normal securities trading hours to these activities. This is not investment related. 1011 Surrey Ln Bldg 200, Flower Mound, TX 75022 The business is tax preparation. This started in November 2018. His role is executive guidance for the company. He spending approximately 8 hours per month on this role.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-22
• S63 Uniform Securities Agent State Law Examination
  2010-03-15

Other Names

• Matt Nelson
• Matthew C. Nelson