# Jeremy Nadel

> Jeremy Nadel is a fee-only financial advisor at Nadel Private Wealth in San Jose, California. Nadel Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeremy-nadel/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Nadel Private Wealth
- **Based in:** San Jose, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $3.7M across 7 accounts
- **CRD:** 8066432 (https://adviserinfo.sec.gov/individual/summary/8066432)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2025)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Jeremy Nadel a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Nadel Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeremy charge for financial advice?

Jeremy's firm, Nadel Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jeremy Nadel based?

Jeremy Nadel is based in San Jose, California.

### Is Jeremy Nadel registered with the SEC?

Yes. Jeremy Nadel is registered as an investment adviser representative in CA (CRD 8066432), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Nadel Private Wealth manage?

Nadel Private Wealth reports $3.7M across 7 accounts in assets under management.

### How do I contact Jeremy Nadel?

Contact details aren't on file yet. Search for Nadel Private Wealth.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8066432): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.