Nate Byers
Everything we do—from planning to investing—is focused on helping pre‑retirees and retirees confidently navigate the retirement transition and create a dependable retirement income plan.
Calculated Wealth · Madison, Wisconsin
Nate Byers is a fee-only financial advisor at Calculated Wealth in Madison, Wisconsin, who holds the CPA credential. Nate charges a percentage of assets, hourly fees and a one-time planning fee and focuses on small business owners, retirement planning and family wealth transfer.
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Specialties
Who they serve
- High earners
- Ultra high net worth
- Executives
- Founders
- Pre-retirees
- Retirees
- Multi-generational families
About
Calculated Wealth partners with motivated individuals and their families to navigate life’s biggest financial transitions—especially retirement and business sales. We’ve intentionally built a boutique firm instead of a volume practice. Most advisory firms chase scale, stretching each advisor across 100+ families; we’d rather know fewer families really well. That means prioritizing deep connection and intentionally limiting our partnerships to kind, thoughtful, and future‑focused families who want to be deliberate with the money they’ve worked hard to build.
Services
- 401(k) & IRA Management
- Cash Flow Planning
- Estate Planning
- Financial Planning
- Life Transition Planning
- Portfolio Management
- Social Security Planning
- Wealth Management
- Charitable Giving
- Philanthropic Planning
- Portfolio Rebalancing
- Retirement Planning
- Tax Strategy
- Investment Management
- Asset Allocation
- Business Succession Planning
- Family Wealth Transfer
Facts
| Firm | Calculated Wealth |
|---|---|
| Based in | Madison, Wisconsin |
| Fee model | Percentage of assets · Hourly · One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $100M - $500M |
| Firm founded | 2022 |
| Firm size | 2 - 5 employees |
| Credentials | CPA |
| Investment approach | Blend of both |
| SEC registration | Investment adviser representative in TX, WI · CRD 6645599 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | calcwealth.com |
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Questions about Nate
Is Nate Byers a fee-only financial advisor?
Yes. Nate Byers is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Nate's firm.
How does Nate charge for financial advice?
Nate charges a percentage of assets, hourly fees and a one-time planning fee.
Where is Nate Byers based?
Nate Byers is based in Madison, Wisconsin.
What does Nate specialize in?
Nate's specialties include small business owners, retirement planning and family wealth transfer. Nate works with high earners, ultra high net worth, executives, founders and pre-retirees.
What credentials does Nate Byers hold?
Nate Byers holds the CPA credential.
Is Nate Byers registered with the SEC?
Yes. Nate Byers is registered as an investment adviser representative in TX and WI (CRD 6645599), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Calculated Wealth manage?
Calculated Wealth reports $100M - $500M in assets under management.
How do I contact Nate Byers?
Through Nate's website, calcwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Calculated Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
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