Nathan Imboden
Boden Wealth · Lemoyne, Pennsylvania
Nathan Imboden is a fee-only financial advisor at Boden Wealth in Lemoyne, Pennsylvania, who holds the CFP credential. Nathan focuses on small business owners, estate & legacy planning and retirement planning. Boden Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Boden Wealth |
|---|---|
| Based in | Lemoyne, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $581.8M across 2,200 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 5508840 |
| Exams passed | Series 63 (2008) · Series 65 (2009) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.bodenwealth.com |
| Profile |
How Nathan's firm compares
- Boden Wealth's average account is about $264,000, from its Form ADV (assets managed divided by 2,200 accounts).
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Questions about Nathan
Is Nathan Imboden a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathan holds no broker registration, and Boden 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's firm, Boden Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nathan Imboden based?
Nathan Imboden is based in Lemoyne, Pennsylvania.
What does Nathan specialize in?
Nathan's specialties include small business owners, estate & legacy planning and retirement planning. Nathan works with founders.
What credentials does Nathan Imboden hold?
Nathan Imboden holds the CFP credential.
Is Nathan Imboden registered with the SEC?
Yes. Nathan Imboden is registered as an investment adviser representative in PA and TX (CRD 5508840), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Boden Wealth manage?
Boden Wealth reports $581.8M across 2,200 accounts in assets under management.
How do I contact Nathan Imboden?
Through Nathan's website, www.bodenwealth.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
- Boden 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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