Nathan Goad
Nathan Goad is a CFP-designated registered investment advisor at Alden Investment Group, based in Wayne, PA, 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 Investment Management, Retirement Planning. Their firm serves 978 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alden Investment Advisors' fees for asset management services are negotiable, up to a maximum of 2.00% annually. Fees are charged quarterly in arrears based on the portfolio value on the last business day of the quarter. The firm aggregates all managed accounts to determine the quarterly fee. Each Investment Advisory Representative determines their own fees, so clients may find lower fees with other representatives. A 0.05% annual reporting fee is billed monthly for clients using the Alden COVE platform.
Location
37 West Avenue, Suite 301, Wayne, PA, 19087-3226
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Regulatory History (5)
Customer Dispute
January 2026Customer Dispute
January 2026Customer Dispute
September 2025Customer Dispute
April 2025Customer Dispute
April 2025Other Business Activities
Nathan provides consulting services for Soli Deo Gloria Ventures II, advising on marketing, entity structuring, and tax-related items. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Alden Investment Group
J. Alden Associates, INC.
J. Alden Associates, INC.Broker
Previous Registrations
Total Solutions Enterprise
Alden Capital
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Ars Wealth Advisors
Transamerica Financial Advisors, INCBroker
Intersecurities, INC.Broker
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.