Steve Nading
Outbound Financial, Inc. · Boulder, Colorado
Steve Nading is a fee-only financial advisor at Outbound Financial, Inc. in Boulder, Colorado, who holds the CFP and CPA credentials. Steve charges an ongoing planning fee and a percentage of assets (ongoing planning from $9,600 a year and 0.35% a year on the first tier of assets managed).
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Who they serve
- Early-career professionals
Facts
| Firm | Outbound Financial, Inc. |
|---|---|
| Based in | Boulder, Colorado |
| Fee model | Ongoing planning fee · Percentage of assets |
| Fees (firm's website) | Ongoing planning from $9,600 a year · 0.35% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $151.2M across 423 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in CO · CRD 6761444 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | outboundfinancial.com |
| Profile |
How Steve's firm compares
- Ongoing planning starts at $9,600 a year, above the Colorado median of $6,000 for fee-only firms that publish prices.
- Outbound Financial, Inc.'s average account is about $358,000, from its Form ADV (assets managed divided by 423 accounts).
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Questions about Steve
Is Steve Nading a fee-only financial advisor?
Yes. Steve Nading is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Steve's firm.
How does Steve charge for financial advice?
Steve charges an ongoing planning fee and a percentage of assets.
How much does Steve charge?
According to Outbound Financial, Inc.'s website, checked October 28, 2026: ongoing planning from $9,600 a year; 0.35% a year on the first tier of assets managed.
Where is Steve Nading based?
Steve Nading is based in Boulder, Colorado.
What credentials does Steve Nading hold?
Steve Nading holds the CFP and CPA credentials.
Is Steve Nading registered with the SEC?
Yes. Steve Nading is registered as an investment adviser representative in CO (CRD 6761444), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Outbound Financial, Inc. manage?
Outbound Financial, Inc. reports $151.2M across 423 accounts in assets under management.
How do I contact Steve Nading?
Through Steve's website, outboundfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Outbound Financial, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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