Nathan Stone
Delta Wealth Advisors · Indianapolis, Indiana
Nathan Stone is a fee-only financial advisor at Delta Wealth Advisors in Indianapolis, Indiana, who holds the CFP credential. Nathan charges a percentage of assets (0.5% a year on the first tier of assets managed) and focuses on tax planning and small business owners.
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Specialties
Who they serve
- Founders
Facts
| Firm | Delta Wealth Advisors |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.5% a year on the first tier of assets managed |
| Assets under management | $151.8M across 520 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 8227977 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.deltawealthadvisors.com |
| Profile |
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Questions about Nathan
Is Nathan Stone a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathan holds no broker registration, and Delta 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 charges a percentage of assets.
How much does Nathan charge?
According to Delta Wealth Advisors's website, checked October 30, 2026: 0.5% a year on the first tier of assets managed.
Where is Nathan Stone based?
Nathan Stone is based in Indianapolis, Indiana.
What does Nathan specialize in?
Nathan's specialties include tax planning and small business owners. Nathan works with founders.
What credentials does Nathan Stone hold?
Nathan Stone holds the CFP credential.
Is Nathan Stone registered with the SEC?
Yes. Nathan Stone is registered as an investment adviser representative in IN (CRD 8227977), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Delta Wealth Advisors manage?
Delta Wealth Advisors reports $151.8M across 520 accounts in assets under management.
How do I contact Nathan Stone?
Through Nathan's website, www.deltawealthadvisors.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
- Delta Wealth Advisors 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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