Nathaniel David Mayer
Professional Summary
Nathaniel David Mayer, who also goes by Nate Mayer, is a registered financial advisor currently at ENVISION FINANCIAL PLANNING, LLC located in Memphis, Tennessee. Nathaniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Nathaniel has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Nate Mayer
Similar Advisors
SIMPLICITY WEALTH
LINCOLN INVESTMENT
THE WEALTH CONSULTING GROUP
D.A. DAVIDSON & CO.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
SIMPLICITY WEALTH
LINCOLN INVESTMENT
THE WEALTH CONSULTING GROUP
D.A. DAVIDSON & CO.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
SIMPLICITY WEALTH
LINCOLN INVESTMENT
THE WEALTH CONSULTING GROUP
D.A. DAVIDSON & CO.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
SIMPLICITY WEALTH
LINCOLN INVESTMENT
THE WEALTH CONSULTING GROUP
D.A. DAVIDSON & CO.
Years of Experience
1 years registered in the securities industry
Current & Past Employments
Current
Similar Advisors
SIMPLICITY WEALTH
LINCOLN INVESTMENT
THE WEALTH CONSULTING GROUP
D.A. DAVIDSON & CO.
Current Firm
ENVISION FINANCIAL PLANNING, LLC
Contact Information
Main Address
5100 Poplar Avenue, Suite 2428, Memphis, TN 38137Phone Number
(901) 422-7526# of Employees
6SEC notice filing (9 States and Territories)
Registered to provide investment advisory services in 9 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
839AUM (Assets Under Management)
$462,462,965Similar Advisors
SIMPLICITY WEALTH
LINCOLN INVESTMENT
THE WEALTH CONSULTING GROUP
D.A. DAVIDSON & CO.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
SIMPLICITY WEALTH
LINCOLN INVESTMENT
THE WEALTH CONSULTING GROUP
D.A. DAVIDSON & CO.
Primary Firm SEC Registration
ENVISION FINANCIAL PLANNING, LLC
State Registrations and Notice Filings
(8/12/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
SIMPLICITY WEALTH
LINCOLN INVESTMENT
THE WEALTH CONSULTING GROUP
D.A. DAVIDSON & CO.
CRS (Client Relationship Summary) - RIA
Click below to view Nathaniel David Mayer's CRS (Customer Relationship Summary).
Similar Advisors
SIMPLICITY WEALTH
LINCOLN INVESTMENT
THE WEALTH CONSULTING GROUP
D.A. DAVIDSON & CO.