Nathan Fredrick
Riverwater Partners · Milwaukee, Wisconsin
Nathan Fredrick is a fee-only financial advisor at Riverwater Partners in Milwaukee, Wisconsin. Riverwater Partners reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Nathan →
Facts
| Firm | Riverwater Partners |
|---|---|
| Based in | Milwaukee, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $660.9M across 548 accounts |
| SEC registration | Investment adviser representative in WI · CRD 7013666 |
| Exams passed | Series 65 (2018) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.riverwaterpartners.com |
How Nathan's firm compares
- Riverwater Partners's average account is about $1.2 million, from its Form ADV (assets managed divided by 548 accounts).
Request an introduction to Nathan
Tell Nathan a little about what you're looking for. Nathan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Nathan
Is Nathan Fredrick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathan holds no broker registration, and Riverwater Partners 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, Riverwater Partners, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Nathan Fredrick based?
Nathan Fredrick is based in Milwaukee, Wisconsin.
Is Nathan Fredrick registered with the SEC?
Yes. Nathan Fredrick is registered as an investment adviser representative in WI (CRD 7013666), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Riverwater Partners manage?
Riverwater Partners reports $660.9M across 548 accounts in assets under management.
How do I contact Nathan Fredrick?
Through Nathan's website, www.riverwaterpartners.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
- 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.
See something wrong? Request a correction. Read our methodology.