Nathaniel Gardner is a registered investment advisor at Prime Personal Finance, based in Wylie, TX, with 1 years of industry experience. Nathaniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Prime Personal Finance charges a flat fee of $110 per month for financial planning services. This includes a monthly virtual meeting to review your financial progress and make adjustments to your plan as needed. You can also contact Prime Personal Finance at any time with financial questions.
Location
Wylie, TX
Get directionsHistory
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
Prime Personal Finance
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.