Jonathan Nadler
Oxler Private Wealth · Rye Brook, New York
Jonathan Nadler is a fee-only financial advisor at Oxler Private Wealth in Rye Brook, New York. Jonathan focuses on estate & legacy planning, retirement planning and divorce financial planning. Oxler Private Wealth reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Divorced individuals
- Multi-generational families
- Mid-life transitions
Facts
| Firm | Oxler Private Wealth |
|---|---|
| Based in | Rye Brook, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $578.1M across 291 accounts |
| SEC registration | Investment adviser representative in FL, NY, TX · CRD 820448 |
| Exams passed | Series 63 (1979) · Series 65 (2009) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.oxlerpw.com |
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Questions about Jonathan
Is Jonathan Nadler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Oxler Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, Oxler Private Wealth, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jonathan Nadler based?
Jonathan Nadler is based in Rye Brook, New York.
What does Jonathan specialize in?
Jonathan's specialties include estate & legacy planning, retirement planning, divorce financial planning and family wealth transfer. Jonathan works with divorced individuals, multi-generational families and mid-life transitions.
Is Jonathan Nadler registered with the SEC?
Yes. Jonathan Nadler is registered as an investment adviser representative in FL, NY and TX (CRD 820448), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Oxler Private Wealth manage?
Oxler Private Wealth reports $578.1M across 291 accounts in assets under management.
How do I contact Jonathan Nadler?
Through Jonathan's website, www.oxlerpw.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Oxler Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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