Nathan Mirizzi
Advisor at Blue Barn 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
Blue Barn Wealth
Location
Orem, UT 84057
Credentials
CFP®, Series 65
Industry experience
1 year
About
Nathan Mirizzi is a financial advisor at Blue Barn Wealth with Series 65 registration and one year of industry experience. His prior work includes roles at Burrus Financial Services, Moss Adams, and Cal Poly Agriculture Operations. Blue Barn Wealth serves individual and high-net-worth households with comprehensive wealth management services, offering tiered service levels and portfolios constructed using Modern Portfolio Theory with a long-term, buy-and-hold approach focused on diversification and tax efficiency.
Client services
Based on Blue Barn Wealth
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Blue Barn Wealth
Retirement income strategy
Social Security optimization
Medicare planning
Charitable giving & philanthropy
Debt management
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000.01 - $4,000,000: 0.75% annually $4,000,000.01 - $10,000,000: 0.50% annually $10,000,000.01+: 0.25% annually
Up to $300 per hour for financial planning services
Ongoing financial planning engagement initial fee $100-$2,000 plus annual fee $1,800-$24,000 billed monthly
Account minimum: $5,000 Minimum fee: Minimum fee may apply and be paid monthly instead of quarterly; specific amounts depend on client engagement agreement
Location
370 West Center Street
Orem, UT 84057
Most active in
Nathan M has reported serving >5 clients in these states in the last 12 months.
Utah
Work history
Savvy
2026 - Present (1 year)
Blue Barn Wealth, LLC
2024 - Present (2 years)
Burrus Financial Services
2024 - 2024 (1 year)
Moss Adams
2023 - 2023 (1 year)
Cal Poly Agriculture Operations
2022 - 2022 (1 year)
Full Time Student
2014 - 2022 (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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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