# Nathan Swab

> Nathan Swab is a fee-only financial advisor at Alexander Financial Planning, Inc. in Columbus, Ohio, who holds the AWMA, CFP and MSFP credentials. Nathan charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $3,000 a year) and focuses on flat-fee planning, retirement planning and small business owners.

Page: https://find.wellspent.co/advisors/nathan-swab/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Alexander Financial Planning, Inc.
- **Based in:** Columbus, Ohio
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $3,000 a year
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $102.8M across 436 accounts
- **Credentials:** AWMA, CFP, MSFP
- **Specialties:** Flat-fee planning, Retirement planning, Small business owners
- **Works with:** Retirees, Pre-retirees, Divorced individuals
- **CRD:** 5802629 (https://adviserinfo.sec.gov/individual/summary/5802629)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 63 (2010), Series 65 (2014)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://alexanderfinancialplanning.com

## Frequently asked questions

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

Yes. Nathan Swab is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Nathan's firm.

### How does Nathan charge for financial advice?

Nathan charges a flat fee or retainer and an ongoing planning fee.

### How much does Nathan charge?

According to Alexander Financial Planning, Inc.'s website, checked October 28, 2026: ongoing planning from $3,000 a year.

### Does Nathan work with clients virtually?

Yes. Alexander Financial Planning, Inc. says on its website that it works with clients remotely.

### Where is Nathan Swab based?

Nathan Swab is based in Columbus, Ohio.

### What does Nathan specialize in?

Nathan's specialties include flat-fee planning, retirement planning and small business owners. Nathan works with retirees, pre-retirees and divorced individuals.

### What credentials does Nathan Swab hold?

Nathan Swab holds the AWMA, CFP and MSFP credentials.

### Is Nathan Swab registered with the SEC?

Yes. Nathan Swab is registered as an investment adviser representative in OH (CRD 5802629), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Alexander Financial Planning, Inc. manage?

Alexander Financial Planning, Inc. reports $102.8M across 436 accounts in assets under management.

### How do I contact Nathan Swab?

Through Nathan's website, alexanderfinancialplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/6633): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://alexanderfinancialplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.