Nathan McDuffee
Oliver Wealth Management · Towson, Maryland
Nathan McDuffee is a fee-only financial advisor at Oliver Wealth Management in Towson, Maryland, who holds the CFP and ChFC credentials. Nathan charges an ongoing planning fee and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Oliver Wealth Management |
|---|---|
| Based in | Towson, Maryland |
| Fee model | Ongoing planning fee |
| Assets under management | $340.4M across 1,390 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in MD, TX · CRD 7192012 |
| Exams passed | Series 66 (2019) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | oliverwealth.com |
| Profile |
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Questions about Nathan
Is Nathan McDuffee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathan holds no broker registration, and Oliver Wealth Management 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 an ongoing planning fee.
Where is Nathan McDuffee based?
Nathan McDuffee is based in Towson, Maryland.
What does Nathan specialize in?
Nathan's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and founders (pre-exit). Nathan works with retirees and pre-retirees.
What credentials does Nathan McDuffee hold?
Nathan McDuffee holds the CFP and ChFC credentials.
Is Nathan McDuffee registered with the SEC?
Yes. Nathan McDuffee is registered as an investment adviser representative in MD and TX (CRD 7192012), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oliver Wealth Management manage?
Oliver Wealth Management reports $340.4M across 1,390 accounts in assets under management.
How do I contact Nathan McDuffee?
Through Nathan's website, oliverwealth.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
- Oliver Wealth Management 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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