Nathan Swab
Alexander Financial Planning, Inc. · Columbus, Ohio
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Divorced individuals
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 |
| Assets under management | $102.8M across 436 accounts |
| Credentials | AWMA · CFP · MSFP |
| SEC registration | Investment adviser representative in OH · CRD 5802629 |
| Exams passed | Series 63 (2010) · Series 65 (2014) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | alexanderfinancialplanning.com |
| Profile |
How Nathan's firm compares
- Ongoing planning starts at $3,000 a year, in line with the Ohio median of $3,000 for fee-only firms that publish prices.
- Alexander Financial Planning, Inc.'s average account is about $236,000, from its Form ADV (assets managed divided by 436 accounts).
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Questions about Nathan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Alexander Financial Planning, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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