Nathan Munits
Nathan Munits is a registered investment advisor at Longwave Financial LLC, based in Bellevue, WA, 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 Education Planning, Estate Planning, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning services are offered at an hourly rate of $350.
- As an alternative to an hourly fee, a flat annual fee may be charged based on the complexity of an individual client’s case and analysis needs:
- Simple: $1,500 - $3,000
- Moderate: $3,000 - $5,000
- Complex: $5,000 - $10,000
Location
11911 NE 1st Street, Suite 306, Bellevue, WA, 98005
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 conducts fixed insurance sales under Longwave Financial. He is also part owner of Longwave Financial, LLC, an entity created to facilitate securities, advisory, and insurance businesses, and serves as trustee for the Longwave Financial Life and Wealth Planning 401k plan.
Employment History
Current Registrations
Longwave Financial LLC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations21 states
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.