Nathan Mueller is a CFP-designated registered investment advisor at Blackbird Financial Planning, based in Pagosa Springs, CO, with 9 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 0.75% |
| $300K - $800K | 0.65% |
| $800K - $1.5M | 0.55% |
| $1.5M+ | 0.45% |
Fees are negotiable. When using Sub-Advisors, the Client will not pay additional fees. The Sub-Advisors fees are inclusive of the total fee disclosed by BlackBird Financial Planning.
Fee Estimator
Contact
Nathan Mueller
Location
Pagosa Springs, CO
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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 →Other Business Activities
Nathan is a part-owner of Pagosa Peak Car Rental, owner of Rover (a dog care business), and a contractor for both Airbnb and VRBO short-term rentals. These activities involve varying time commitments, ranging from minimal to about a quarter of his time, and are not investment-related.
Employment History
Current Registrations
Blackbird Financial Planning
Previous Registrations
Transamerica Retirement Advisors, LLC
Transamerica Investors Securities CorporationBroker
Janus Distributors LLCBroker
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.
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