# Nathan Mirizzi

> Nathan Mirizzi is a fee-only financial advisor at Blue Barn Wealth in Orem, Utah, who holds the CFP credential. Nathan charges a percentage of assets (1% a year on the first tier of assets managed and a $5,000 asset minimum) and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/nathan-mirizzi/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Blue Barn Wealth
- **Based in:** Orem, Utah
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; a $5,000 asset minimum
- **Assets under management (firm):** $317.1M across 681 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 7970291 (https://adviserinfo.sec.gov/individual/summary/7970291)
- **SEC registration:** Investment adviser representative in UT
- **Exams passed:** Series 65 (2024)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://bluebarnwealth.com/

## Frequently asked questions

### Is Nathan Mirizzi a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nathan holds no broker registration, and Blue Barn Wealth 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.

### How much does Nathan charge?

According to Blue Barn Wealth's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $5,000 asset minimum.

### Where is Nathan Mirizzi based?

Nathan Mirizzi is based in Orem, Utah.

### What does Nathan specialize in?

Nathan's specialties include retirement planning, estate & legacy planning and tax planning.

### What credentials does Nathan Mirizzi hold?

Nathan Mirizzi holds the CFP credential.

### Is Nathan Mirizzi registered with the SEC?

Yes. Nathan Mirizzi is registered as an investment adviser representative in UT (CRD 7970291), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Blue Barn Wealth manage?

Blue Barn Wealth reports $317.1M across 681 accounts in assets under management.

### How do I contact Nathan Mirizzi?

Through Nathan's website, bluebarnwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7970291): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://bluebarnwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.