# Nathan Rollins

> Nathan Rollins is a fee-only financial advisor at Highmark in Brentwood, Tennessee. Nathan focuses on small business owners and family wealth transfer. Highmark reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Highmark
- **Based in:** Brentwood, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $59.5M across 185 accounts
- **Specialties:** Small business owners, Family wealth transfer
- **Works with:** Founders
- **CRD:** 4779341 (https://adviserinfo.sec.gov/individual/summary/4779341)
- **SEC registration:** Investment adviser representative in TN, TX
- **Exams passed:** Series 63 (2004), Series 65 (2012)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.highmarkplan.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Nathan holds no broker registration, and Highmark 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, Highmark, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Nathan Rollins based?

Nathan Rollins is based in Brentwood, Tennessee.

### What does Nathan specialize in?

Nathan's specialties include small business owners and family wealth transfer. Nathan works with founders.

### Is Nathan Rollins registered with the SEC?

Yes. Nathan Rollins is registered as an investment adviser representative in TN and TX (CRD 4779341), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Highmark manage?

Highmark reports $59.5M across 185 accounts in assets under management.

### How do I contact Nathan Rollins?

Through Nathan's website, www.highmarkplan.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4779341): 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://www.highmarkplan.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.