Nathan Lovelle
Council Oak Wealth Advisors · Tulsa, Oklahoma
Nathan Lovelle is a fee-only financial advisor at Council Oak Wealth Advisors in Tulsa, Oklahoma, who holds the CFA credential. Nathan focuses on retirement planning, estate & legacy planning and equity compensation. Council Oak Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Retirees
- Executives
Facts
| Firm | Council Oak Wealth Advisors |
|---|---|
| Based in | Tulsa, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $529.4M across 1,115 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in OK, TX · CRD 3153234 |
| Exams passed | Series 66 (1998) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | counciloakwealth.com |
| Profile |
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Questions about Nathan
Is Nathan Lovelle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathan holds no broker registration, and Council Oak Wealth Advisors 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, Council Oak Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nathan Lovelle based?
Nathan Lovelle is based in Tulsa, Oklahoma.
What does Nathan specialize in?
Nathan's specialties include retirement planning, estate & legacy planning, equity compensation and small business owners. Nathan works with founders, retirees and executives.
What credentials does Nathan Lovelle hold?
Nathan Lovelle holds the CFA credential.
Is Nathan Lovelle registered with the SEC?
Yes. Nathan Lovelle is registered as an investment adviser representative in OK and TX (CRD 3153234), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Council Oak Wealth Advisors manage?
Council Oak Wealth Advisors reports $529.4M across 1,115 accounts in assets under management.
How do I contact Nathan Lovelle?
Through Nathan's website, counciloakwealth.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
- Council Oak Wealth Advisors 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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