NH
CFP
NH
CFP

Nathan Hymiller

23 Years of Experience
Raleigh, NC

Nathan Hymiller is a CFP-designated registered investment advisor at Beacon Financial Strategies CORP., based in Raleigh, NC, with 23 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 141 clients with $310M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
141 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$309.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2M+0.80%

Minimum quarterly fee of $1,875 for Investment Management and $2,500 for Net Worth Management. Net Worth Management also includes financial planning.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Contact

NH
Nathan Hymiller

Location

8401 Clarks Branch Drive, Raleigh, NC, 27613

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Beacon Financial Strategies CORP.
January 2005 - Present · 21 yrs 4 mos
Previous Registrations
Townsend Asset Management CORP.
June 2002 - December 2004 · 2 yrs 6 mos
State Registrations2 states
NCTX
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.
Additional Information

Chip is a principal of Beacon Financial Strategies and serves as the firm’s investment portfolio manager. He grew up in Franklinton, North Carolina, and received his business management degree from North Carolina State University. Chip also has a Masters in Business Administration from East Carolina University. In addition, Chip is a CERTIFIED FINANCIAL PLANNER™ practitioner.

NH
Contact
Nathan Hymiller
Nathan Hymiller - Financial Advisor | TrueAdvisor