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Nathan Rollins

21 Years of Experience
Brentwood, TN
Sells Insurance

Nathan Rollins is a registered investment advisor at Highmark, LLC, based in Brentwood, TN, with 21 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 60 clients with $60M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
60 clients
Average Client Portfolio
$992K average
Assets Under Management
$59.5M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The annual fee is negotiable.

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

109 West Park Drive, Suite 120, Brentwood, TN, 37027

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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.

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Other Business ActivitiesSells Insurance

Nathan sells fixed insurance under the business name Seven Hills Group, LLC, as an insurance agent. He also owns Seven Hills Group, LLC, a private entity operating as a company for securities, investment advisory, and insurance business.

Employment History
Current Registrations
Highmark, LLC
September 2025 - Present · 8 mos
Previous Registrations
Commonwealth Financial Network
October 2017 - September 2025 · 7 yrs 11 mos
Commonwealth Financial NetworkBroker
October 2017 - September 2025 · 7 yrs 11 mos
Raymond James Financial Services Advisors, INC
November 2012 - October 2017 · 4 yrs 11 mos
Raymond James Financial Services, INC.Broker
January 2012 - October 2017 · 5 yrs 9 mos
Raymond James & Associates, INC.Broker
July 2008 - December 2011 · 3 yrs 5 mos
Stephens INC.Broker
August 2004 - May 2008 · 3 yrs 9 mos
State Registrations2 states
TNTX
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.
Nathan Rollins - Financial Advisor | TrueAdvisor