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Peter John Nagle

Advisor at Thoughtful Wealth Advisory LLC — Abiquiu, NM

Updated today

Credentials

Series 63, Series 65

Experience

30 years

Location

Abiquiu, NM

Thoughtful Wealth Advisory LLC

Independent

Total advisors

1

Clients per advisor

0 Low

Avg AUM per client

—

HNW client ratio

—

About

Peter Nagle is the sole advisor at Thoughtful Wealth Advisory LLC and holds Series 63 and Series 65 licenses with 30 years of industry experience. His prior work includes roles at Mercer Global Advisors Inc., Commonwealth Financial Network, and Fairfield Financial Group, Inc. Outside of financial advising, Mr. Nagle operates a spiritual guidance ministry called Soulwork Spiritual Direction. Thoughtful Wealth Advisory LLC is an independent firm serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, and retirement-plan advisory services, structuring portfolios based on client goals, time horizons, and risk tolerance using both fundamental and technical analysis.

Client services

Based on Thoughtful Wealth Advisory LLC

Financial planning Portfolio management Pension consulting

Expertise

Based on Thoughtful Wealth Advisory LLC

Cash flow / budgeting

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Fee options

Fixed

$295 flat fee for retirement projection financial planning

Percentage

$0 - $1,000,000: 1.00% annually $1,000,000.01+: 0.85% annually

Project-based

$150 per hour for individual topic financial planning

Location

Abiquiu, NM

Abiquiu NM

Advisors at this office

1

Most active in

New Mexico

Work history

30 years of industry experience

Thoughtful Wealth Advisory LLC

2025 - Present • 1 year

Abiquiu, NM

College Funding Solutions, Inc.

2025 - 2026 • 1 year

Abiquiu, NM

Thoughtful Income Advisory, LLC

2024 - Present • 2 years

Abiquiu, NM

Mercer Global Advisors Inc

2016 - 2017 • 1 year

Guilford, CT

Soulwork Spiritual Direction

2015 - Present • 11 years

Abiquiu, NM

Spruce Hill Capital, LLC

2010 - 2015 • 5 years

Guilford, CT

Commonwealth Financial Network

2000 - 2010 • 10 years

Milford, CT

Fairfield Financial Group, Inc.

1987 - 2004 • 17 years

Fairfield, CT

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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