Nathan Kallal
OxenFree Financial · Melbourne, Florida
Nathan Kallal is a fee-only financial advisor at OxenFree Financial in Melbourne, Florida. Nathan charges a percentage of assets and focuses on retirement planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | OxenFree Financial |
|---|---|
| Based in | Melbourne, Florida |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $249.8M across 1,983 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 7285034 |
| Exams passed | Series 65 (2020) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.oxenfreefinancial.com |
| Profile |
How Nathan's firm compares
- OxenFree Financial's average account is about $126,000, from its Form ADV (assets managed divided by 1,983 accounts).
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Questions about Nathan
Is Nathan Kallal a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathan holds no broker registration, and OxenFree Financial 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 Kallal based?
Nathan Kallal is based in Melbourne, Florida.
What does Nathan specialize in?
Nathan's specialties include retirement planning. Nathan works with retirees and pre-retirees.
Is Nathan Kallal registered with the SEC?
Yes. Nathan Kallal is registered as an investment adviser representative in FL and TX (CRD 7285034), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does OxenFree Financial manage?
OxenFree Financial reports $249.8M across 1,983 accounts in assets under management.
How do I contact Nathan Kallal?
Through Nathan's website, www.oxenfreefinancial.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
- OxenFree Financial 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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