Nathan Mayer
Advisor at SPG Advisors LLC
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.
Advisor at SPG Advisors LLC
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.
Nathan Mayer is a financial advisor at SPG Advisors LLC with two years of industry experience. He holds the Series 66 designation and has worked at several firms including Equitable Advisors, LLC, Koenig Financial Group, and Harbour Investments, Inc. Outside of finance, he has experience as a delivery driver for Uber Eats and Grubhub. SPG Advisors LLC provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm combines fundamental and technical analysis to tailor asset allocation and integrates financial planning into the advisory relationship, with ongoing portfolio monitoring and periodic reviews.
Based on SPG Advisors LLC
Based on SPG Advisors LLC
Fixed fee financial planning services ranging from $750 to $5,000 based on complexity
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.50% annually $3,000,001+: 0.25% annually
Insurance products recommended by Advisor Representatives who are also insurance agents, which are commissioned products
$150 per hour for standalone financial planning services
Account minimum: $500,000 Fee-only: Investment advisory and planning services fees based on percentage of AUM; standalone financial planning fees charged hourly or fixed fee (hourly rate $150/hour; fixed fees $750 to $5,000)
11411 Ne 124 Th St, Suite 255
Kirkland, WA 98034
Washington
SPG Advisors LLC
2025 - Present (1 year)
Koenig Financial Group
2025 - 2025 (1 year)
Harbour Investments, Inc
2025 - 2025 (1 year)
Equitable Advisors
2023 - 2025 (2 years)
Lost Lake Cafe and Lounge
2022 - 2023 (1 year)
Seattle University
2019 - 2023 (4 years)
Park Burger
2017 - 2018 (1 year)
Kaos Pizzeria
2016 - 2021 (5 years)
Denver School of the Arts
2012 - 2019 (7 years)
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