Nathan Parkins
Concordia Wealth Planning · Elmhurst, Illinois
Nathan Parkins is a fee-only financial advisor at Concordia Wealth Planning in Elmhurst, Illinois. Concordia Wealth Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Concordia Wealth Planning |
|---|---|
| Based in | Elmhurst, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $45.4M across 140 accounts |
| SEC registration | Investment adviser representative in GA, OH, TX · CRD 7199079 |
| Exams passed | Series 65 (2019) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.concordiawp.com |
How Nathan's firm compares
- Concordia Wealth Planning's average account is about $324,000, from its Form ADV (assets managed divided by 140 accounts).
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Questions about Nathan
Is Nathan Parkins a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathan holds no broker registration, and Concordia Wealth Planning 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, Concordia Wealth Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Nathan Parkins based?
Nathan Parkins is based in Elmhurst, Illinois.
Is Nathan Parkins registered with the SEC?
Yes. Nathan Parkins is registered as an investment adviser representative in GA, OH and TX (CRD 7199079), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Concordia Wealth Planning manage?
Concordia Wealth Planning reports $45.4M across 140 accounts in assets under management.
How do I contact Nathan Parkins?
Through Nathan's website, www.concordiawp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Illinois
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
- 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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