Nathan Barham
Perspective Advisors · Bartlesville, Oklahoma
Nathan Barham is a fee-only financial advisor at Perspective Advisors in Bartlesville, Oklahoma. Nathan focuses on estate & legacy planning, tax planning and retirement planning. Perspective Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Perspective Advisors |
|---|---|
| Based in | Bartlesville, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $34.0M across 353 accounts |
| SEC registration | Investment adviser representative in KS, MO, OK, TX · CRD 4632835 |
| Exams passed | Series 63 (2003) · Series 65 (2007) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.planwithperspective.com |
| Profile |
How Nathan's firm compares
- Perspective Advisors's average account is about $96,000, from its Form ADV (assets managed divided by 353 accounts).
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Questions about Nathan
Is Nathan Barham a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathan holds no broker registration, and Perspective Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nathan charge for financial advice?
Nathan's firm, Perspective Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Nathan Barham based?
Nathan Barham is based in Bartlesville, Oklahoma.
What does Nathan specialize in?
Nathan's specialties include estate & legacy planning, tax planning, retirement planning and small business owners.
Is Nathan Barham registered with the SEC?
Yes. Nathan Barham is registered as an investment adviser representative in KS, MO, OK and TX (CRD 4632835), 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 Perspective Advisors manage?
Perspective Advisors reports $34.0M across 353 accounts in assets under management.
How do I contact Nathan Barham?
Through Nathan's website, www.planwithperspective.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
- Perspective Advisors 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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