Nathaniel Jones
Hilton Head Financial Advisors · Hilton Head, South Carolina
Nathaniel Jones is a fee-only financial advisor at Hilton Head Financial Advisors in Hilton Head, South Carolina. Hilton Head Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Nathaniel →
Facts
| Firm | Hilton Head Financial Advisors |
|---|---|
| Based in | Hilton Head, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $375.1M across 582 accounts |
| SEC registration | Investment adviser representative in SC · CRD 2926843 |
| Exams passed | Series 65 (1997) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Profile |
How Nathaniel's firm compares
- Hilton Head Financial Advisors's average account is about $645,000, from its Form ADV (assets managed divided by 582 accounts).
Request an introduction to Nathaniel
Tell Nathaniel a little about what you're looking for. Nathaniel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Nathaniel
Is Nathaniel Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathaniel holds no broker registration, and Hilton Head Financial 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, Hilton Head Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nathaniel Jones based?
Nathaniel Jones is based in Hilton Head, South Carolina.
Is Nathaniel Jones registered with the SEC?
Yes. Nathaniel Jones is registered as an investment adviser representative in SC (CRD 2926843), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hilton Head Financial Advisors manage?
Hilton Head Financial Advisors reports $375.1M across 582 accounts in assets under management.
How do I contact Nathaniel Jones?
Contact details aren't on file yet. Search for Hilton Head Financial Advisors.
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.
See something wrong? Request a correction. Read our methodology.