Nathan Rollins
Highmark · Brentwood, Tennessee
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.
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Specialties
Who they serve
- Founders
Facts
| Firm | Highmark |
|---|---|
| Based in | Brentwood, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $59.5M across 185 accounts |
| SEC registration | Investment adviser representative in TN, TX · CRD 4779341 |
| Exams passed | Series 63 (2004) · Series 65 (2012) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.highmarkplan.com |
| Profile |
How Nathan's firm compares
- Highmark's average account is about $322,000, from its Form ADV (assets managed divided by 185 accounts).
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Questions about Nathan
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.
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
- Highmark 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.
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