# Nathan Gertson

> Nathan Gertson is a fee-only financial advisor at Mackay Financial Planning in Springfield, Missouri. Mackay Financial Planning reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/nathan-gertson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Mackay Financial Planning
- **Based in:** Springfield, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $176.0M across 384 accounts
- **CRD:** 7966752 (https://adviserinfo.sec.gov/individual/summary/7966752)
- **SEC registration:** Investment adviser representative in MO, TX
- **Exams passed:** Series 65 (2024)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://mackayfinancialplanning.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Nathan holds no broker registration, and Mackay Financial Planning 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, Mackay Financial Planning, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Nathan Gertson based?

Nathan Gertson is based in Springfield, Missouri.

### Is Nathan Gertson registered with the SEC?

Yes. Nathan Gertson is registered as an investment adviser representative in MO and TX (CRD 7966752), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Mackay Financial Planning manage?

Mackay Financial Planning reports $176.0M across 384 accounts in assets under management.

### How do I contact Nathan Gertson?

Through Nathan's website, mackayfinancialplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7966752): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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