Advisor at MacKay Financial Planning, LLC
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Firm
MacKay Financial Planning, LLC
Location
Springfield, MO 65807
Credentials
Series 65
Industry experience
1 year
Nathan Gertson is a financial advisor at MacKay Financial Planning, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience with firms including Run Free LLC and FreeAgent Coaching. Outside of financial advising, he has been involved with Homestead Collective Co. and Professional Insurance. MacKay Financial Planning provides financial planning and investment management services to individuals, families, institutions, and charitable organizations. The firm emphasizes a diversified, passive, low-cost investment approach and offers both limited-scope hourly engagements and ongoing retainer relationships.
Based on MacKay Financial Planning, LLC
$0 - $2,000,000: $6,000 minimum annual fee (may be higher for accounts less than $2,000,000) $2,000,001 - $3,000,000: 0.2% $3,000,001 - $5,000,000: 0.15% $5,000,001+: 0.1%
$250 per hour, billed in 15 minute increments
Minimum fee: $6,000 annual minimum fee Fee-only: Hourly rate of $250 per hour for limited scope engagements
2142 W. Chesterfield Blvd, E201
Springfield, MO 65807
Missouri · Texas
MacKay Financial Planning LLC
2024 - Present (2 years)
Run Free LLC
2022 - 2024 (2 years)
FreeAgent Coaching
2021 - 2024 (3 years)
Professional Insurance
2018 - 2022 (4 years)
Homestead Collective Co.
2018 - 2023 (5 years)
Professional Insurance
2016 - 2018 (2 years)
MacKay Financial Planning LLC
2016 - 2017 (1 year)
SBW Group
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
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.
Series 66
Springfield, MO
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CFP®, EA
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I am a CFP® Professional, an IRS Enrolled Agent, and have a bachelor’s degree in Finance from Missouri State University (Go Bears!). Since entering the financial planning profession in 2021, I’ve worked with hundreds of clients at both small and large wealth management firms. During my time at those firms, I learned that my favorite clients to work with tended to be “regular folks”, or people just like me who were diligent savers, enjoyed things like traveling and family time, and wanted transparent guidance when it came to financial decisions. I started Vance Financial Planning to help these folks with questions like: - Am I in a good position to retire in 5 years? - What changes should I be making now to prepare for my retirement transition? - Do increased Medicare premiums (IRMAA) matter in my retirement plan? - Are my investments allocated tax efficiently for my situation? - How do I take income from my accounts when I’m retired? If you’d like to learn more about my services, I invite you to visit my website to see if we might be a good fit.
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