Nathan Rivera
RBF Wealth Advisors · St. Louis, Missouri
Nathan Rivera is a fee-only financial advisor at RBF Wealth Advisors in St. Louis, Missouri. RBF Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | RBF Wealth Advisors |
|---|---|
| Based in | St. Louis, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $716.1M across 2,421 accounts |
| SEC registration | Investment adviser representative in MO · CRD 7738077 |
| Exams passed | Series 65 (2024) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.theretirementinsiderspodcast.com |
How Nathan's firm compares
- RBF Wealth Advisors's average account is about $296,000, from its Form ADV (assets managed divided by 2,421 accounts).
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Questions about Nathan
Is Nathan Rivera a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathan holds no broker registration, and RBF Wealth 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, RBF Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nathan Rivera based?
Nathan Rivera is based in St. Louis, Missouri.
Is Nathan Rivera registered with the SEC?
Yes. Nathan Rivera is registered as an investment adviser representative in MO (CRD 7738077), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RBF Wealth Advisors manage?
RBF Wealth Advisors reports $716.1M across 2,421 accounts in assets under management.
How do I contact Nathan Rivera?
Through Nathan's website, www.theretirementinsiderspodcast.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in St. Louis
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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