Nathan Gist
Lesjak Planning · Westlake, Ohio
Nathan Gist is a fee-only financial advisor at Lesjak Planning in Westlake, Ohio, who holds the CFP credential. Lesjak Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Nathan →
Facts
| Firm | Lesjak Planning |
|---|---|
| Based in | Westlake, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $396M across 381 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 5067437 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | lesjakplanning.com |
| Profile |
How Nathan's firm compares
- Lesjak Planning's average account is about $1.0 million, from its Form ADV (assets managed divided by 381 accounts).
Request an introduction to Nathan
Tell Nathan a little about what you're looking for. Nathan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Nathan
Is Nathan Gist a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathan holds no broker registration, and Lesjak 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, Lesjak Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nathan Gist based?
Nathan Gist is based in Westlake, Ohio.
What credentials does Nathan Gist hold?
Nathan Gist holds the CFP credential.
Is Nathan Gist registered with the SEC?
Yes. Nathan Gist is registered as an investment adviser representative in OH (CRD 5067437), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lesjak Planning manage?
Lesjak Planning reports $396M across 381 accounts in assets under management.
How do I contact Nathan Gist?
Through Nathan's website, lesjakplanning.com.
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.
See something wrong? Request a correction. Read our methodology.