Nathaniel Gilbert
Meridian Financial Partners · Warrenton, Virginia
Nathaniel Gilbert is a fee-only financial advisor at Meridian Financial Partners in Warrenton, Virginia. Nathaniel focuses on retirement planning, small business owners and estate & legacy planning. Meridian Financial Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
- Mid-life transitions
- Early-career professionals
Facts
| Firm | Meridian Financial Partners |
|---|---|
| Based in | Warrenton, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $627.6M across 1,522 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 4514358 |
| Exams passed | Series 66 (2002) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.meridianfinancialpartners.com |
| Profile |
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Questions about Nathaniel
Is Nathaniel Gilbert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathaniel holds no broker registration, and Meridian Financial Partners 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, Meridian Financial Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nathaniel Gilbert based?
Nathaniel Gilbert is based in Warrenton, Virginia.
What does Nathaniel specialize in?
Nathaniel's specialties include retirement planning, small business owners, estate & legacy planning and divorce financial planning. Nathaniel works with retirees, pre-retirees, founders, mid-life transitions and early-career professionals.
Is Nathaniel Gilbert registered with the SEC?
Yes. Nathaniel Gilbert is registered as an investment adviser representative in TX and VA (CRD 4514358), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Meridian Financial Partners manage?
Meridian Financial Partners reports $627.6M across 1,522 accounts in assets under management.
How do I contact Nathaniel Gilbert?
Through Nathaniel's website, www.meridianfinancialpartners.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
- Meridian Financial Partners website : specialties, clients served, and fees, checked October 30, 2026
- 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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