Nathaniel Thiemann
Exemplar Wealth Partners · Allen, Texas
Nathaniel Thiemann is a fee-only financial advisor at Exemplar Wealth Partners in Allen, Texas. Exemplar Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Nathaniel →
Facts
| Firm | Exemplar Wealth Partners |
|---|---|
| Based in | Allen, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $24.2M across 29 accounts |
| SEC registration | Investment adviser representative in MA, MD, TX · CRD 7384861 |
| Exams passed | Series 63 (2021) · Series 65 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.exemplarwealthpartners.com |
How Nathaniel's firm compares
- Exemplar Wealth Partners's average account is about $836,000, from its Form ADV (assets managed divided by 29 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 Thiemann a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathaniel holds no broker registration, and Exemplar Wealth 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, Exemplar Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Nathaniel Thiemann based?
Nathaniel Thiemann is based in Allen, Texas.
Is Nathaniel Thiemann registered with the SEC?
Yes. Nathaniel Thiemann is registered as an investment adviser representative in MA, MD and TX (CRD 7384861), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Exemplar Wealth Partners manage?
Exemplar Wealth Partners reports $24.2M across 29 accounts in assets under management.
How do I contact Nathaniel Thiemann?
Through Nathaniel's website, www.exemplarwealthpartners.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.
See something wrong? Request a correction. Read our methodology.