Nathan Jarman
Nathan Jarman is a CFP-designated registered investment advisor at Financial Planning Consultants, based in San Diego, CA, with 11 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, High Net Worth, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Financial Planning Consultants offers an annual client review service for a fee ranging from $250 to $10,000, depending on the complexity of the review.
Financial Planning Consultants charges an hourly fee ranging from $50 to $500 per hour or a fixed fee ranging from $100 to $10,000 for financial planning and consulting services, based on the complexity and variety of services provided.
Location
1450 Frazee Rd Ste 308, San Diego, CA, 92108
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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.
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Nathan operates Financial Planning Counselors DBA Financial Planning Consultants as a DBA for his LPL business, dedicating full-time hours to it. He is also a Registered Investment Advisor under Financial Planning Consultants and has a business entity, Jarman Wealth Management, for tax/investment purposes, which requires minimal time.
Employment History
Current Registrations
Financial Planning Consultants
LPL Financial LLC
LPL Financial LLCBroker
State Registrations33 states
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