A complete list of active advisors currently associated with Nautilus Financial Group, Inc.

Warmer can help you find a great advisor at Nautilus Financial Group, Inc. or one who fits your needs even better.

Nautilus Financial Group provides investment advisory and consulting services primarily to individual and high‑net‑worth clients, and also to charitable organizations. The firm offers non‑discretionary advisory consulting (including retirement, tax, and investment planning) and discretionary portfolio management through a sponsored wrap‑fee program, and manages approximately $65.7 million in client assets. The firm’s investment process combines firm‑developed asset allocation models with ongoing discretionary supervision for wrap accounts, while consulting clients receive written or verbal recommendations without ongoing asset monitoring unless a separate engagement is agreed. For the wrap program the firm acts as portfolio manager and executes trades through selected custodians, using the custodian platforms and research tools to implement and monitor allocations. Compared with peers, Nautilus is notable for managing an unusually large number of client relationships per advisor while sponsoring its own wrap‑fee program—an arrangement that is uncommon among similarly supported firms. Operationally, the firm consolidates senior roles (including the president/CCO serving as the portfolio manager for the wrap program), does not accept performance‑based fees, and maintains written policies on conflicts, proxy voting, privacy, and a code of ethics.

To learn more about the advisors currently working at Nautilus Financial Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.