Nathan Graves
Advisor at Kipos Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Kipos Wealth
Location
Kapolei, HI
Credentials
Series 63, Series 66
Industry experience
10 years
About
Nathan Graves is a financial advisor at Kipos Wealth with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill and State Farm VP Management Corp. He is also licensed as an insurance agent, offering insurance products to clients. Kipos Wealth provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm uses a multi-method analysis framework and manages a concentrated client base with an explicit ERISA fiduciary posture for retirement plan consulting.
Client services
Based on Kipos Wealth
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Kipos Wealth
Charitable giving tax strategies
Medicare planning
Long-term care insurance
Retirement income strategy
Options & derivatives strategies
Fee options
$0 - $250,000.00: 1.50% $250,000.01 - $500,000.00: 1.25% $500,000.01 - $2,000,000.00: 1.00% $2,000,000.01 - $5,000,000.00: 0.90% $5,000,000.01 - $10,000,000.00: 0.80% $10,000,000.01 - $25,000,000.00: 0.70% $25,000,000.01 - $50,000,000.00: 0.40% $50,000,000.01 - $100,000,000.00: 0.30% $100,000,000.01+: 0.25%
Location
Kapolei, HI
Most active in
Nathan G has reported serving >5 clients in these states in the last 12 months.
Alaska · Hawaii · Texas
Work history
Kipos Wealth LLC
2023 - Present (3 years)
Merrill
2015 - 2023 (8 years)
State Farm VP Management COrp
2015 - 2023 (8 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Gregory G
Series 63, Series 65
Honolulu, HI
The Retirement Optimization Group, LLC
Wilson W
Series 65
Honolulu, HI
HFIR LLC
Daniel H
Series 65
Honolulu, HI
ECS Wealth Strategies
Howard H
CFP®, Series 63, Series 65
Honolulu, HI
Apollo Wealth Management, Ltd.
Jeffery L
CFP®, Series 63, Series 65
Honolulu, HI
CRL Advisors
Tafiti U
CFP®, Series 66
Honolulu, HI
Pacific Wealth Partners, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")