Nate Willardson
Currents Wealth Strategies · Chandler, Arizona
Nate Willardson is a fee-only financial advisor at Currents Wealth Strategies in Chandler, Arizona, who holds the CFP credential. Nate charges a percentage of assets and a flat fee or retainer (ongoing planning from $7,500 a year and 1.5% a year on the first tier of assets managed) and focuses on retirement planning, retirement with concentrated positions and founders (pre-exit).
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Founders
- High earners
Facts
| Firm | Currents Wealth Strategies |
|---|---|
| Based in | Chandler, Arizona |
| Fee model | Percentage of assets · Flat fee or retainer |
| Fees (firm's website) | Ongoing planning from $7,500 a year · 1.5% a year on the first tier of assets managed · Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ · CRD 6400045 |
| Exams passed | Series 63 (2017) · Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | currentswealthstrategies.com |
| Profile |
How Nate's firm compares
- Ongoing planning starts at $7,500 a year, above the Arizona median of $4,800 for fee-only firms that publish prices.
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Questions about Nate
Is Nate Willardson a fee-only financial advisor?
Yes. Nate Willardson 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 charges a percentage of assets and a flat fee or retainer.
How much does Nate charge?
According to Currents Wealth Strategies's website, checked October 28, 2026: ongoing planning from $7,500 a year; 1.5% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more.
Where is Nate Willardson based?
Nate Willardson is based in Chandler, Arizona.
What does Nate specialize in?
Nate's specialties include retirement planning, retirement with concentrated positions, founders (pre-exit), equity compensation, family wealth transfer and estate & legacy planning. Nate works with pre-retirees, retirees, founders and high earners.
What credentials does Nate Willardson hold?
Nate Willardson holds the CFP credential.
Is Nate Willardson registered with the SEC?
Yes. Nate Willardson is registered as an investment adviser representative in AZ (CRD 6400045), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Nate Willardson?
Through Nate's website, currentswealthstrategies.com.
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
- Currents Wealth Strategies 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 21, 2026.
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