# Nate Skelly

> Nate Skelly is a fee-only financial advisor at Financial Pathway in San Antonio, Florida, who holds the CFP credential. Financial Pathway reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/nate-skelly/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Financial Pathway
- **Based in:** San Antonio, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $16.6M across 360 accounts
- **Credentials:** CFP
- **CRD:** 6879716 (https://adviserinfo.sec.gov/individual/summary/6879716)
- **SEC registration:** Investment adviser representative in FL, LA, TX, VA
- **Exams passed:** Series 66 (2018), Series 65 (2019)
- **Firm size:** 2 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Nate Skelly a fee-only financial advisor?

Yes. Nate Skelly is listed in the XY Planning Network directory (XYPN members are 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's firm, Financial Pathway, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Nate Skelly based?

Nate Skelly is based in San Antonio, Florida.

### What credentials does Nate Skelly hold?

Nate Skelly holds the CFP credential.

### Is Nate Skelly registered with the SEC?

Yes. Nate Skelly is registered as an investment adviser representative in FL, LA, TX and VA (CRD 6879716), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Financial Pathway manage?

Financial Pathway reports $16.6M across 360 accounts in assets under management.

### How do I contact Nate Skelly?

Contact details aren't on file yet. Search for Financial Pathway.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/nate-skelly-10043): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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