Nathan Dunham
CORE Wealth Advisors · Lakeland, Florida
Nathan Dunham is a fee-only financial advisor at CORE Wealth Advisors in Lakeland, Florida, who holds the CFP credential. Nathan focuses on retirement planning, estate & legacy planning and retirement with concentrated positions. CORE Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Mid-life transitions
- Multi-generational families
Facts
| Firm | CORE Wealth Advisors |
|---|---|
| Based in | Lakeland, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $702.1M across 1,288 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 4727016 |
| Exams passed | Series 65 (1999) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.corewealth.com |
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Questions about Nathan
Is Nathan Dunham a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathan holds no broker registration, and CORE Wealth 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, CORE Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nathan Dunham based?
Nathan Dunham is based in Lakeland, Florida.
What does Nathan specialize in?
Nathan's specialties include retirement planning, estate & legacy planning and retirement with concentrated positions. Nathan works with retirees, pre-retirees, mid-life transitions and multi-generational families.
What credentials does Nathan Dunham hold?
Nathan Dunham holds the CFP credential.
Is Nathan Dunham registered with the SEC?
Yes. Nathan Dunham is registered as an investment adviser representative in FL and TX (CRD 4727016), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CORE Wealth Advisors manage?
CORE Wealth Advisors reports $702.1M across 1,288 accounts in assets under management.
How do I contact Nathan Dunham?
Through Nathan's website, www.corewealth.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
- CORE Wealth 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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