Nathan Rydalch
Cooper Norman Wealth · Idaho Falls, Idaho
Nathan Rydalch is a fee-only financial advisor at Cooper Norman Wealth in Idaho Falls, Idaho. Nathan charges a percentage of assets and focuses on founders (pre-exit), small business owners and estate & legacy planning.
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Specialties
Who they serve
- Founders
- Multi-generational families
Facts
| Firm | Cooper Norman Wealth |
|---|---|
| Based in | Idaho Falls, Idaho |
| Fee model | Percentage of assets |
| Assets under management | $15.9M across 43 accounts |
| SEC registration | Investment adviser representative in ID · CRD 4859237 |
| Exams passed | Series 63 (2005) · Series 66 (2015) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | coopernormanwealth.com |
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Questions about Nathan
Is Nathan Rydalch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathan holds no broker registration, and Cooper Norman Wealth 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 charges a percentage of assets.
Where is Nathan Rydalch based?
Nathan Rydalch is based in Idaho Falls, Idaho.
What does Nathan specialize in?
Nathan's specialties include founders (pre-exit), small business owners, estate & legacy planning, retirement planning and family wealth transfer. Nathan works with founders and multi-generational families.
Is Nathan Rydalch registered with the SEC?
Yes. Nathan Rydalch is registered as an investment adviser representative in ID (CRD 4859237), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Cooper Norman Wealth manage?
Cooper Norman Wealth reports $15.9M across 43 accounts in assets under management.
How do I contact Nathan Rydalch?
Through Nathan's website, coopernormanwealth.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
- Cooper Norman Wealth 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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