Advisor at Modern Wealth Management, LLC
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Firm
Modern Wealth Management, LLC
Location
Kansas City, MO 64108
Credentials
CFP®, Series 63, Series 66
Industry experience
22 years
Nathan Fiser is a CFP® professional with 22 years of industry experience, currently affiliated with Modern Wealth Management, LLC. He previously worked at Cetera Advisors LLC for 11 years. Outside of his advisory role, he serves as a board member of the International Essential Tremor Foundation and is an insurance agent selling life, disability, and long-term care insurance. Modern Wealth Management, LLC provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services including discretionary investment management, tax and estate planning, and insurance solutions.
Based on Modern Wealth Management, LLC
Based on Modern Wealth Management, LLC
Estate plan funding services fees range from $500 to $15,000; some planning services may be flat fees
$0 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.75% $5,000,000 - $9,999,999: 0.65% $10,000,000+: 0.55%
Account minimum: $250,000 Fee-only: Financial planning fees range from $2,500 to $10,000 for standalone plans; modular planning fees offered; tax planning fees negotiated separately; estate planning fees may be flat fees or hourly with third parties
1712 Main Street, Suite 400
Kansas City, MO 64108
Kansas · Texas
Modern Wealth Management, LLC
2024 - Present (2 years)
Cetera
2024 - 2024 (1 year)
Cetera Advisors LLC
2013 - 2024 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
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Series 63, Series 66
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CFP®, Series 63, Series 65
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Series 63, Series 65
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Nasche Asset Management LLC
Series 65
Overland Park, KS
Retirement Roots Wealth Management LLC
CFP®
Overland Park, KS
Dynamic Wealth LLC
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