CFP

Nathaniel Gilman

10 Years of Experience

1 Disclosure

Nathaniel Gilman is a CFP-designated registered investment advisor at Rbf Wealth Advisors, based in St. Louis, MO, with 10 years of industry experience. Nathaniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,289 clients with $720M in assets under management.

Rbf Wealth Advisors

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

1,289 clients

Average Client Portfolio

$556K average

Assets Under Management

$716.1M

Fee Structure

Investment management only (planning not offered)

Portfolio-Based Fees (Tiered)

Portfolio Value	Annual Fee
Up to $250K	2.75%
$250K - $750K	2.25%
$750K - $2.0M	1.75%
$2M+	1.50%

Advisory fees may be discounted depending on the type of service provided, account size, and investment objectives.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

680 Craig Road, Suite 201, St. Louis, MO, 63141

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History

Regulatory History (1)

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Regulatory

September 2016

Final

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Employment History

Current Registrations

Rbf Wealth Advisors

December 2022 - Present · 3 yrs 4 mos

Previous Registrations

Krilogy

February 2016 - December 2022 · 6 yrs 10 mos

State Registrations1 state

Advisor

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.

Exams

No exam information available for this advisor.