Nathaniel Gandy
Obar Wealth Management · Lake Forest, Illinois
Nathaniel Gandy is a fee-only financial advisor at Obar Wealth Management in Lake Forest, Illinois, who holds the CFP credential. Obar Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Obar Wealth Management |
|---|---|
| Based in | Lake Forest, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.3M across 17 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 6931680 |
| Exams passed | Series 63 (2018) · Series 66 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.obarwm.com |
How Nathaniel's firm compares
- Obar Wealth Management's average account is about $134,000, from its Form ADV (assets managed divided by 17 accounts).
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Questions about Nathaniel
Is Nathaniel Gandy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathaniel holds no broker registration, and Obar Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nathaniel charge for financial advice?
Nathaniel's firm, Obar Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nathaniel Gandy based?
Nathaniel Gandy is based in Lake Forest, Illinois.
What credentials does Nathaniel Gandy hold?
Nathaniel Gandy holds the CFP credential.
Is Nathaniel Gandy registered with the SEC?
Yes. Nathaniel Gandy is registered as an investment adviser representative in IL (CRD 6931680), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Obar Wealth Management manage?
Obar Wealth Management reports $2.3M across 17 accounts in assets under management.
How do I contact Nathaniel Gandy?
Through Nathaniel's website, www.obarwm.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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