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John Nau

Advisor at The Legacy Collaborative, Inc.

Updated today

Firm

The Legacy Collaborative, Inc.

Location

San Antonio, TX 78231-1248

Credentials

Series 63

Industry experience

40 years

About

John Nau is a financial advisor with The Legacy Collaborative, Inc. in San Antonio, TX, holding a Series 63 designation and over 40 years of industry experience. He has been with The Legacy Collaborative since 1997 and is also affiliated with World Equity Group since 2015. Outside of his advisory role, Nau serves as co-trustee of a special needs trust and is involved in several insurance-related enterprises, including serving on the board of a life insurance producer group. The Legacy Collaborative is a small, fee-based advisory firm serving primarily high-net-worth individuals, corporations, and various types of trusts and charitable organizations. The firm focuses on financial planning and portfolio management, often assisting clients in selecting professional portfolio managers rather than managing discretionary accounts directly.

Client services

Based on The Legacy Collaborative, Inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on The Legacy Collaborative, Inc.

Business succession planning Charitable giving & philanthropy Wealth management

Occupation focus

Based on The Legacy Collaborative, Inc.

Founder/Business Owner

Fee options

Commissions

Mr. Nau may earn 12(b)-1 fees and commissions as a registered representative of a broker dealer (World Equity Group). Commissions may be earned if clients implement plans through WEG or insurance products.

Project-based

Hourly rates range between $500 - $1,000 and billed as services occur.

Other

Account minimum: $100,000 to $500,000 depending on the investment objectives and Portfolio Managers chosen by the Client Fee-only: Financial planning fees ranging from $1,000 to $120,000 depending on client's income and net worth; hourly rates from $500 to $1,000 per hour.

Location

3512 Paesanos Parkway, Suite 200

San Antonio, TX 78231-1248

Most active in

Texas

Work history

World Equity Group

2015 - Present (11 years)

The Legacy Collaborative, Inc.

1997 - Present (29 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Tess D

CFP®

San Antonio, TX

Complete View Financial LLC

Hello, I'm Tess Downing. I am the founder and lead financial advisor of Complete View Financial LLC, a fee-only financial planning firm serving individuals and families who are either retired or nearing retirement. We are retirement-focused and specialize in planning and collaborating with retirees to make the most of their financial journey. We want to partner with you in your journey by helping you set financial goals and empowering you with the financial knowledge you need for success through transparent and honest guidance. Our mission is to provide clients with peace of mind regarding their financial picture so they are able to focus on the things that matter most to them. Since our inception, we have spent numerous hours collaborating with those preparing for retirement and current retirees to better understand the true concerns, aspirations, and desires that lie ahead for late adulthood. I have been named to the Investment News list of “40 Under 40” which features the best professionals among the financial advice industry’s up-and-comers. I have also been repeatedly recognized in Northern Virginia Magazine’s list of Top Financial Advisors. I earned my Master of Business Administration degree from Texas Tech University. I also graduated magna cum laude with a Bachelor of Science in Personal Financial Planning from TTU. Before founding Complete View Financial, I worked in the fee-only financial planning and investment management industry with highly reputable firms on the East Coast. On a personal note, when I am not working with clients, I am with my family, my husband and two daughters. We have our hands full and typically have busy weekends with swim parties, ballet, family visits, and movie nights. We love to travel and are now hoping to pass on that passion to our children. When I do manage to escape for a night, I enjoy trying the best new restaurants which then necessitates being a body pump fanatic at my local gym.

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