Nathan Paulson
Paulson Wealth Management · Wheaton, Illinois
Nathan Paulson is a fee-only financial advisor at Paulson Wealth Management in Wheaton, Illinois, who holds the CFP credential. Nathan focuses on retirement planning, tax planning and estate & legacy planning. Paulson Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Nathan →
Specialties
Facts
| Firm | Paulson Wealth Management |
|---|---|
| Based in | Wheaton, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $558.9M across 1,493 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, IL, TX · CRD 4799867 |
| Exams passed | Series 66 (2004) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.paulsonwealth.com |
| Profile |
How Nathan's firm compares
- Paulson Wealth Management's average account is about $374,000, from its Form ADV (assets managed divided by 1,493 accounts).
Request an introduction to Nathan
Tell Nathan a little about what you're looking for. Nathan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Nathan
Is Nathan Paulson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathan holds no broker registration, and Paulson 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's firm, Paulson Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nathan Paulson based?
Nathan Paulson is based in Wheaton, Illinois.
What does Nathan specialize in?
Nathan's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer.
What credentials does Nathan Paulson hold?
Nathan Paulson holds the CFP credential.
Is Nathan Paulson registered with the SEC?
Yes. Nathan Paulson is registered as an investment adviser representative in FL, IL and TX (CRD 4799867), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Paulson Wealth Management manage?
Paulson Wealth Management reports $558.9M across 1,493 accounts in assets under management.
How do I contact Nathan Paulson?
Through Nathan's website, www.paulsonwealth.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
- Paulson 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.
See something wrong? Request a correction. Read our methodology.