# Nathaniel Baim

> Nathaniel Baim is a fee-only financial advisor at Pursuit Planning and Investments, LLC in Beaverton, Oregon, who holds the CFP and MBA credentials. Nathaniel charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $3,000 a year and one-time plans from $1,250) and focuses on retirement planning, tax planning and equity compensation.

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

## Facts

- **Firm:** Pursuit Planning and Investments, LLC
- **Based in:** Beaverton, Oregon
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $3,000 a year; one-time plans from $1,250; 0.85% a year on the first tier of assets managed; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $1.25B across 4,262 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Retirement planning, Tax planning, Equity compensation
- **Works with:** Pre-retirees, Early-career professionals
- **CRD:** 6956579 (https://adviserinfo.sec.gov/individual/summary/6956579)
- **SEC registration:** Investment adviser representative in OR
- **Exams passed:** Series 65 (2018)
- **Firm size:** 69 employees
- **Disclosures:** None reported
- **Website:** https://planyourpursuit.com

## Frequently asked questions

### Is Nathaniel Baim a fee-only financial advisor?

Yes. Nathaniel Baim is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Nathaniel's firm.

### How does Nathaniel charge for financial advice?

Nathaniel charges a percentage of assets, an ongoing planning fee and a one-time planning fee.

### How much does Nathaniel charge?

According to Pursuit Planning and Investments, LLC's website, checked October 28, 2026: ongoing planning from $3,000 a year; one-time plans from $1,250; 0.85% a year on the first tier of assets managed; no asset minimum.

### Does Nathaniel work with clients virtually?

Yes. Pursuit Planning and Investments, LLC says on its website that it works with clients remotely.

### Where is Nathaniel Baim based?

Nathaniel Baim is based in Beaverton, Oregon.

### What does Nathaniel specialize in?

Nathaniel's specialties include retirement planning, tax planning and equity compensation. Nathaniel works with pre-retirees and early-career professionals.

### What credentials does Nathaniel Baim hold?

Nathaniel Baim holds the CFP and MBA credentials.

### Is Nathaniel Baim registered with the SEC?

Yes. Nathaniel Baim is registered as an investment adviser representative in OR (CRD 6956579), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Pursuit Planning and Investments, LLC manage?

Pursuit Planning and Investments, LLC reports $1.25B across 4,262 accounts in assets under management.

### How do I contact Nathaniel Baim?

Through Nathaniel's website, planyourpursuit.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/44794): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.planyourpursuit.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.