Nathaniel Baim
Pursuit Planning and Investments, LLC · Beaverton, Oregon
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.
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Specialties
Who they serve
- Pre-retirees
- Early-career professionals
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 |
| Assets under management | $1.25B across 4,262 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in OR · CRD 6956579 |
| Exams passed | Series 65 (2018) |
| Firm size | 69 employees |
| Disclosures | None reported |
| Website | planyourpursuit.com |
| Profile |
How Nathaniel's firm compares
- Ongoing planning starts at $3,000 a year, below the Oregon median of $5,000 for fee-only firms that publish prices.
- A one-time plan starts at $1,250, below the Oregon median of $2,500 for fee-only firms that publish prices.
- Pursuit Planning and Investments, LLC's average account is about $294,000, from its Form ADV (assets managed divided by 4,262 accounts).
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Questions about Nathaniel
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.
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
- XY Planning Network directory listing : XYPN members are fee-only
- Pursuit Planning and Investments, LLC 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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