Nathan Gertson
Mackay Financial Planning · Springfield, Missouri
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.
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Facts
| Firm | Mackay Financial Planning |
|---|---|
| Based in | Springfield, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $176.0M across 384 accounts |
| SEC registration | Investment adviser representative in MO, TX · CRD 7966752 |
| Exams passed | Series 65 (2024) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | mackayfinancialplanning.com |
How Nathan's firm compares
- Mackay Financial Planning's average account is about $458,000, from its Form ADV (assets managed divided by 384 accounts).
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Questions about Nathan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Springfield
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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