Nagel & Padilla, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 8 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
0
Average account size
—
About
Nagel & Padilla, LLC provides accounting, tax preparation, payroll, bookkeeping, and business consulting alongside confidential financial planning and investment advisory services for individuals, trusts, estates, charitable organizations, and small businesses. The firm offers written evaluations and periodic communications to clients and does not act as custodian of client assets.
The firm’s advisory work focuses on creating written financial plans that analyze cash flow, tax liabilities, risk tolerance, and recommended asset allocation, with implementation left to clients and their brokers. Engagements are documented in signed engagement letters and billed on a per-engagement or hourly basis; the firm states it operates as fee-only and does not accept commissions or performance-based fees.
Nagel & Padilla is structured as an accounting and tax practice led by principals holding CPA and CFP® credentials, which makes its combination of tax preparation, bookkeeping, and registered advisory services notable compared with many investment-manager peers. It also follows several atypical practices for managers — relying on hourly (rather than percentage-of-AUM) billing, declining discretionary trading and custody, and providing written plan deliverables and annual communications.
Client services
Financial planning
Newsletters or periodicals
Expertise
General tax planning
General retirement planning
Cash flow / budgeting
Fee options
Standard hourly rates ranging from $100 to $200 per hour
Fee-only: Hourly rates ranging from $100 to $200 per hour depending on experience and expertise
Main office location
Nagel & Padilla, LLC
290 N Main St, Ste 8
Ashland OR 97520, United States
Number of offices
1
Most active in
Nagel & Padilla, LLC has reported serving >5 clients in these states in the last 12 months.
Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
-
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.
Forms ADV
Quick links
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")