Nault Financial Group

Name

Nault Financial Group

Website

https://naultfinancial.com

Company type

Private

Founded year

1987

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Estate Planning, Trust Structuring & Governance (FSAAADAF), Charitable Giving & Philanthropic Trust Advisory (FSAEAKAH)

Keywords

• Wealth management services
• Estate planning
• Investment planning
• Charitable planning
• Legacy planning

Headquarters

HQ city

Highlands Ranch

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Core offering

Nault Financial Group is a wealth management advisory firm that offers business, charitable, estate, investment, and legacy planning services to clients. The firm operates from Highlands Ranch, Colorado, and has been in business since 1987, providing coordinated personal financial planning across multiple wealth-related disciplines.

Product overview

No product or service offerings for Nault Financial Group are available in the source data. The source is a domain for sale listing on Spaceship.com for the domain naultfinancial.com at a price of $8,888 (buy now) or $1,777.60 x 5 months (lease to own).

Differentiator

Problem solved

Functional benefit

Products and services

• Business Planning Financial and business planning services integrated within the firm's overall wealth management offering for clients who need coordinated advice across their personal and business financial picture.
• Charitable Planning Advisory services helping clients structure charitable giving strategies within their broader financial and estate plans.
• Estate Planning Estate planning advisory services for clients seeking to organize the transfer of assets and wealth to heirs or beneficiaries.
• Investment Planning Investment planning services provided as part of the firm's wealth management practice, coordinated with the client's broader financial plan.
• Legacy Planning Legacy planning advisory services focused on long-term wealth transfer, multigenerational planning, and aligning financial decisions with client legacy goals.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves2 records

Direct peers

• Carson Group: RIA and advisor support platform providing wealth planning, investment, and estate services to individuals and families. Comparable as a planning-led RIA emphasizing holistic client advice.
• Buckingham Strategic Wealth: Fee-only RIA focused on evidence-based financial planning, tax, and estate planning. Directly comparable as a planning-led RIA serving similar client segments and operating with similar fee-only ethos.
• Mariner Wealth Advisors: National RIA offering wealth advisory, estate, tax, and financial planning services to HNW and ultra-HNW clients. Directly comparable in its full-service, planning-led RIA positioning.
• Creative Planning: One of the largest independent, planning-led RIAs in the U.S., providing comprehensive wealth, tax, estate, and investment planning to high-net-worth individuals and families. Directly comparable to Nault Financial Group's holistic, planning-centric wealth management model.

Emerging players

• Waldron Private Wealth: Smaller fee-only RIA providing holistic financial and estate planning to HNW families. Comparable in scale, planning-led approach, and service breadth to a small boutique RIA.

Others

• LPL Financial: Largest independent broker-dealer and RIA custodian providing technology, custody, and practice management to thousands of independent advisors. Relevant ecosystem counterpart — the typical back-office platform used by smaller planning-led RIAs like Nault.

Broad incumbents

• Focus Financial Partners: Leading RIA roll-up platform that acquires and supports independent advisory firms. Broad incumbent operating in the same space and a likely acquirer of (or competitive threat to) small RIAs like Nault.
• Edelman Financial Services: Large national RIA offering comprehensive financial planning, investment, and estate services. Comparable as a scaled, planning-led wealth manager serving mass-affluent and HNW clients.
• Fisher Investments: Large RIA primarily focused on discretionary portfolio management for HNW clients. Comparable as a scaled RIA serving similar clientele, though its portfolio-management-centric model contrasts with Nault's planning-led positioning.
• Charles Schwab Wealth Advisory: Schwab's wealth advisory offering provides financial planning and investment management across retail and HNW segments. Comparable as a broad incumbent offering planning-led RIA services at national scale.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat2 records

Key risks3 records

Key highlights3 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Nault Financial Group