Nathan Williams
Nathan Williams is a CFP-designated registered investment advisor at Practice Financial Group, based in Jacksonville, OR, with 17 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 474 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
725 N. 5th Street, Suite 200, Jacksonville, OR, 97530
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nathan is an independent insurance representative since 2010, spending minimal time on insurance sales. He is also the President of a CPA firm since 2017, dedicating about half his time to reviewing tax returns and accounting/tax work.
Employment History
Current Registrations
Practice Financial Group
Previous Registrations
Practice Financial Group, LLC
Symmetric Wealth Management, LLC
Cain, Watters & Associates, P.L.L.C.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.