Nathan Quilter
Retirement Strategies · Dublin, Ohio
Nathan Quilter is a fee-only financial advisor at Retirement Strategies in Dublin, Ohio. Retirement Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Retirement Strategies |
|---|---|
| Based in | Dublin, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $272.7M across 1,003 accounts |
| SEC registration | Investment adviser representative in OH · CRD 6680690 |
| Exams passed | Series 65 (2016) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.retirement-strategies.com |
How Nathan's firm compares
- Retirement Strategies's average account is about $272,000, from its Form ADV (assets managed divided by 1,003 accounts).
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Questions about Nathan
Is Nathan Quilter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathan holds no broker registration, and Retirement Strategies 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, Retirement Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nathan Quilter based?
Nathan Quilter is based in Dublin, Ohio.
Is Nathan Quilter registered with the SEC?
Yes. Nathan Quilter is registered as an investment adviser representative in OH (CRD 6680690), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Retirement Strategies manage?
Retirement Strategies reports $272.7M across 1,003 accounts in assets under management.
How do I contact Nathan Quilter?
Through Nathan's website, www.retirement-strategies.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
- 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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