Advisor at Thoughtful Wealth Advisory 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.
Location
Abiquiu, NM
Credentials
Series 63, Series 65
Industry experience
29 years
Peter Nagle is the principal of Thoughtful Wealth Advisory LLC in Abiquiu, NM, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mercer Global Advisors Inc and College Funding Solutions, Inc. Outside of his advisory roles, Mr. Nagle provides spiritual guidance through his ministry, Soulwork Spiritual Direction. Thoughtful Wealth Advisory LLC offers discretionary asset management, financial planning, and limited-scope ERISA plan advisory services. The firm uses both fundamental and technical analysis, employs model portfolios accessed via its clearing custodian’s Model Marketplace, and provides standalone planning on a fixed- or hourly-fee basis.
Based on Thoughtful Wealth Advisory LLC
Based on Thoughtful Wealth Advisory LLC
$495 flat fee for retirement projection financial planning services.
$0 - $2,500,000: 1.15% annually $2,500,000.01+: 0.85% annually
$150 per hour for financial planning services on individual topics.
Abiquiu, NM
New Mexico
College Funding Solutions, Inc.
2025 - Present (1 year)
Thoughtful Wealth Advisory LLC
2025 - Present (1 year)
Thoughtful Income Advisory, LLC
2024 - Present (2 years)
Mercer Global Advisors Inc
2016 - 2017 (1 year)
Soulwork Spiritual Direction
2015 - Present (11 years)
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Is active or affiliated with:
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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