Advisor at Obar Wealth Management LLC
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Firm
Obar Wealth Management LLC
Location
Lake Forest, IL 60045
Credentials
CFP®, Series 63, Series 66
Industry experience
7 years
Nathaniel Gandy is a CFP® with seven years of industry experience, currently serving as the principal of Obar Wealth Management LLC. Prior to founding Obar Wealth Management in 2024, he worked at Wealthfront Brokerage LLC and USAA in various investment and financial planning roles. He also owns Gandy Fintech Solutions LLC, through which he consults businesses on fintech and technology solutions. Obar Wealth Management provides discretionary investment management, financial planning, and tax-preparation services to individuals, including non-high-net-worth clients, as well as high-net-worth individuals and corporations. The firm emphasizes asset allocation and modern portfolio theory, utilizing mutual funds, ETFs, and passive strategies, and offers socially responsible investment options upon request.
Based on Obar Wealth Management LLC
Based on Obar Wealth Management LLC
Fixed tax preparation fee of $250 plus hourly fees; tax preparation fees range from $250 to $5,000 depending on complexity
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.55%
$275 per hour for project-based financial planning and tax preparation
Minimum fee: $7,500 annual fee for clients with less than $750,000 in managed assets Fee-only: Fee-only firm; only compensation from clients for services
276 E Deerpath Rd, #556
Lake Forest, IL 60045
Illinois
Obar Wealth Management LLC
2024 - Present (2 years)
Gandy Fintech Solutions LLC
2023 - Present (3 years)
Wealthfront Brokerage LLC
2019 - 2024 (5 years)
Usaa Investment Management Company
2018 - 2019 (1 year)
USAA financial planning services
2018 - 2019 (1 year)
Wave Investment LP
2017 - 2018 (1 year)
Pepperdine University
2014 - 2017 (3 years)
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
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Broker-dealer / trader
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Bank
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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.
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