Nathan Lowe
JVL Wealth Strategies · Wyoming, Michigan
Nathan Lowe is a fee-only financial advisor at JVL Wealth Strategies in Wyoming, Michigan, who holds the CFP credential. Nathan focuses on founders (pre-exit), estate & legacy planning and small business owners. JVL Wealth Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Mid-life transitions
- Divorced individuals
- Pre-retirees
- Founders
Facts
| Firm | JVL Wealth Strategies |
|---|---|
| Based in | Wyoming, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $784.4M across 974 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 6425537 |
| Exams passed | Series 65 (2014) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.jvlwealth.com |
| Profile |
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Questions about Nathan
Is Nathan Lowe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathan holds no broker registration, and JVL Wealth Strategies 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, JVL Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nathan Lowe based?
Nathan Lowe is based in Wyoming, Michigan.
What does Nathan specialize in?
Nathan's specialties include founders (pre-exit), estate & legacy planning, small business owners, equity compensation and tax planning. Nathan works with mid-life transitions, divorced individuals, pre-retirees and founders.
What credentials does Nathan Lowe hold?
Nathan Lowe holds the CFP credential.
Is Nathan Lowe registered with the SEC?
Yes. Nathan Lowe is registered as an investment adviser representative in MI (CRD 6425537), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does JVL Wealth Strategies manage?
JVL Wealth Strategies reports $784.4M across 974 accounts in assets under management.
How do I contact Nathan Lowe?
Through Nathan's website, www.jvlwealth.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
- JVL Wealth Strategies 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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