Nathan Friend
Friend Financial Group · Thornton, Colorado
Nathan Friend is a fee-only financial advisor at Friend Financial Group in Thornton, Colorado. Friend Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Friend Financial Group |
|---|---|
| Based in | Thornton, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.4M across 3 accounts |
| SEC registration | Investment adviser representative in CO · CRD 8010866 |
| Exams passed | Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Nathan's firm compares
- Friend Financial Group's average account is about $477,000, from its Form ADV (assets managed divided by 3 accounts).
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Questions about Nathan
Is Nathan Friend a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathan holds no broker registration, and Friend Financial Group 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, Friend Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Nathan Friend based?
Nathan Friend is based in Thornton, Colorado.
Is Nathan Friend registered with the SEC?
Yes. Nathan Friend is registered as an investment adviser representative in CO (CRD 8010866), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Friend Financial Group manage?
Friend Financial Group reports $1.4M across 3 accounts in assets under management.
How do I contact Nathan Friend?
Contact details aren't on file yet. Search for Friend Financial Group.
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.
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