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Nathan Hughes

3 Years of Experience
Hayden, ID

Nathan Hughes is a registered investment advisor at Pilot Wealth Strategies, based in Hayden, ID, with 3 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$500K

Pilot Wealth Strategies charges an annual fee based on the value of your portfolio, up to a maximum of 2.00%. The fee is calculated and charged quarterly, based on the average daily balance of your account. The firm may negotiate fees and waive the minimum account size at its discretion.

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Location

Hayden, ID

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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 Activities

Nathan owns 50% of H&G Properties LLC, a Subzero nitrogen ice cream franchise, and will be involved in management responsibilities for about 10-20% of his time. He also co-owns KNH LLC with his wife, where they make decisions about projects and handle managerial responsibilities, dedicating minimal time to this.

Employment History
Current Registrations
Pilot Wealth Strategies
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Raymond James & Associates, INC.
March 2022 - November 2024 · 2 yrs 8 mos
Raymond James & Associates, INC.Broker
January 2022 - November 2024 · 2 yrs 10 mos
State Registrations2 states
IDNV
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 Hughes - Financial Advisor | TrueAdvisor