Nate Skelly
Financial Pathway · San Antonio, Florida
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.
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Facts
| Firm | Financial Pathway |
|---|---|
| Based in | San Antonio, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $16.6M across 360 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, LA, TX, VA · CRD 6879716 |
| Exams passed | Series 66 (2018) · Series 65 (2019) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Nate's firm compares
- Financial Pathway's average account is about $46,000, from its Form ADV (assets managed divided by 360 accounts).
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Questions about Nate
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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