# Nathan Gale

> Nathan Gale is a fee-only financial advisor at Fleur-de-lis Financial in Lake Bluff, Illinois, who holds the CFP credential. Fleur-de-lis Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/nathan-gale/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Fleur-de-lis Financial
- **Based in:** Lake Bluff, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $12.1M across 33 accounts
- **Credentials:** CFP
- **CRD:** 7519518 (https://adviserinfo.sec.gov/individual/summary/7519518)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 65 (2022)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://fleur-de-lisfinancial.com

## Frequently asked questions

### Is Nathan Gale a fee-only financial advisor?

Yes. Nathan Gale 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 Nathan's firm.

### How does Nathan charge for financial advice?

Nathan's firm, Fleur-de-lis Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Nathan Gale based?

Nathan Gale is based in Lake Bluff, Illinois.

### What credentials does Nathan Gale hold?

Nathan Gale holds the CFP credential.

### Is Nathan Gale registered with the SEC?

Yes. Nathan Gale is registered as an investment adviser representative in IL (CRD 7519518), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Fleur-de-lis Financial manage?

Fleur-de-lis Financial reports $12.1M across 33 accounts in assets under management.

### How do I contact Nathan Gale?

Through Nathan's website, fleur-de-lisfinancial.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/nathan-gale-gale-91281): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.