Nathan Swab is a CFP-designated registered investment advisor at Alexander Financial Planning, INC., based in Columbus, OH, with 14 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 152 clients with $88M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Funds held away that are fixed, such as annuities, are billed at 0.35% of the value of the assets under management. Minimum annual fee of $5,000.
Fee Estimator
Contact
Nathan Swab
Location
3600 Olentangy River Road, Suite C2, Columbus, OH, 43214
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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 →Employment History
Current Registrations
Alexander Financial Planning, INC.
Previous Registrations
Cambridge Investment Research Advisors, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Charles Schwab & CO., INC.Broker
U.S. Bancorp Investments, 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.