Nathan Mescobi
AIRE Advisors · Beverly Hills, California
Nathan Mescobi is a fee-only financial advisor at AIRE Advisors in Beverly Hills, California. Nathan focuses on founders (pre-exit), retirement planning and estate & legacy planning. AIRE Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Ultra high net worth
- Multi-generational families
Facts
| Firm | AIRE Advisors |
|---|---|
| Based in | Beverly Hills, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $1.01B across 1,163 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7973014 |
| Exams passed | Series 65 (2024) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.aireadvisors.com |
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Questions about Nathan
Is Nathan Mescobi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathan holds no broker registration, and AIRE 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, AIRE Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Nathan Mescobi based?
Nathan Mescobi is based in Beverly Hills, California.
What does Nathan specialize in?
Nathan's specialties include founders (pre-exit), retirement planning, estate & legacy planning, tax planning and cross-border (US / Canada). Nathan works with founders, executives, ultra high net worth and multi-generational families.
Is Nathan Mescobi registered with the SEC?
Yes. Nathan Mescobi is registered as an investment adviser representative in CA (CRD 7973014), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AIRE Advisors manage?
AIRE Advisors reports $1.01B across 1,163 accounts in assets under management.
How do I contact Nathan Mescobi?
Through Nathan's website, www.aireadvisors.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
- AIRE 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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