Nathan Williams
Practice Financial Group · Jacksonville, Oregon
Nathan Williams is a fee-only financial advisor at Practice Financial Group in Jacksonville, Oregon, who holds the CFP credential. Practice Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Practice Financial Group |
|---|---|
| Based in | Jacksonville, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $436.8M across 1,984 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5551283 |
| Exams passed | Series 65 (2008) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.pfg-investments.com |
How Nathan's firm compares
- Practice Financial Group's average account is about $220,000, from its Form ADV (assets managed divided by 1,984 accounts).
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Questions about Nathan
Is Nathan Williams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathan holds no broker registration, and Practice Financial Group 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, Practice Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Nathan Williams based?
Nathan Williams is based in Jacksonville, Oregon.
What credentials does Nathan Williams hold?
Nathan Williams holds the CFP credential.
Is Nathan Williams registered with the SEC?
Yes. Nathan Williams is registered as an investment adviser representative in TX (CRD 5551283), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Practice Financial Group manage?
Practice Financial Group reports $436.8M across 1,984 accounts in assets under management.
How do I contact Nathan Williams?
Through Nathan's website, www.pfg-investments.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
- 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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