Nathan Gale
Fleur-de-lis Financial · Lake Bluff, Illinois
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.
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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 | $12.1M across 33 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 7519518 |
| Exams passed | Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | fleur-de-lisfinancial.com |
| Profile |
How Nathan's firm compares
- Fleur-de-lis Financial's average account is about $367,000, from its Form ADV (assets managed divided by 33 accounts).
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Questions about Nathan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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