Nathaniel Goldenberg
Nextwave Advisors · Lithia, Florida
Nathaniel Goldenberg is a fee-only financial advisor at Nextwave Advisors in Lithia, Florida, who holds the CFP credential. Nextwave Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Nextwave Advisors |
|---|---|
| Based in | Lithia, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $14.6M across 88 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 4903121 |
| Exams passed | Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.youhaveaplan.com |
| Profile |
How Nathaniel's firm compares
- Nextwave Advisors's average account is about $165,000, from its Form ADV (assets managed divided by 88 accounts).
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Questions about Nathaniel
Is Nathaniel Goldenberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathaniel holds no broker registration, and Nextwave Advisors 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, Nextwave Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nathaniel Goldenberg based?
Nathaniel Goldenberg is based in Lithia, Florida.
What credentials does Nathaniel Goldenberg hold?
Nathaniel Goldenberg holds the CFP credential.
Is Nathaniel Goldenberg registered with the SEC?
Yes. Nathaniel Goldenberg is registered as an investment adviser representative in FL (CRD 4903121), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Nextwave Advisors manage?
Nextwave Advisors reports $14.6M across 88 accounts in assets under management.
How do I contact Nathaniel Goldenberg?
Through Nathaniel's website, www.youhaveaplan.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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