Nathan Graves
Kipos Wealth · Denton, Texas
Nathan Graves is a fee-only financial advisor at Kipos Wealth in Denton, Texas. Nathan charges a percentage of assets.
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Facts
| Firm | Kipos Wealth |
|---|---|
| Based in | Denton, Texas |
| Fee model | Percentage of assets |
| Assets under management | $107.5M across 411 accounts |
| SEC registration | Investment adviser representative in AK, HI, TX · CRD 6511790 |
| Exams passed | Series 63 (2015) · Series 66 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.kiposwealth.com |
| Profile |
How Nathan's firm compares
- Kipos Wealth's average account is about $261,000, from its Form ADV (assets managed divided by 411 accounts).
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Questions about Nathan
Is Nathan Graves a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathan holds no broker registration, and Kipos Wealth 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 charges a percentage of assets.
Where is Nathan Graves based?
Nathan Graves is based in Denton, Texas.
Is Nathan Graves registered with the SEC?
Yes. Nathan Graves is registered as an investment adviser representative in AK, HI and TX (CRD 6511790), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kipos Wealth manage?
Kipos Wealth reports $107.5M across 411 accounts in assets under management.
How do I contact Nathan Graves?
Through Nathan's website, www.kiposwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Denton
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
- Kipos Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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