A complete list of active advisors currently associated with Prime Personal Finance

Warmer can help you find a great advisor at Prime Personal Finance or one who fits your needs even better.

Prime Personal Finance provides financial planning, ongoing review, and financial education to individuals and households, delivering monthly virtual meetings and regular email communication to monitor progress. Services are tailored to each client’s income, assets, debts, goals, and risk tolerance, and relationships begin with an initial consultation and an individualized financial plan. The firm’s recommendations emphasize fixed-income securities and mutual funds with long track records, with asset allocation and fund selection adjusted by time horizon and risk tolerance. Clients retain control over their accounts: the firm states it will not accept discretionary authority or custody and focuses on advisory guidance and plan monitoring rather than directly managing client assets. Notably, Prime Personal Finance uses a fixed monthly fee model rather than charging a percentage of assets under management, and it reports receiving no commissions, performance-based fees, or soft-dollar benefits. The brochure also highlights that the firm operates without material affiliations or outside compensation and that the principal’s professional background is in computer science and two decades as a software engineer, a profile that differs from many firms in this space.

To learn more about the advisors currently working at Prime Personal Finance, 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.

Name	Location	Years of experience
Nathaniel Gardner	Wylie, TX	2

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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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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