Nathan W Eix
Investment Adviser Representative at Truepoint, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Nathan W. Eix is an investment adviser representative with Truepoint, Inc. in Bargersville, IN, where they have been registered since 2024. They have worked in the securities industry since 2019 and were previously registered with Wealthpoint Advisors LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Indiana.
Registrations & licenses
- Investment adviser:
- Indiana
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Charles Schwab & Co., Inc.Jun 2018 – Sep 2019Indianapolis, IN
- Thr3e Wise MenJun 2017 – Jan 2018Muncie, IN
- Dick's Sporting GoodsMay 2016 – May 2017Muncie, IN
- Foresters FinancialMay 2017 – Jul 2017Indianapolis, IN
- Ball State UniversityAug 2014 – May 2018Muncie, IN
- WealthPoint Advisors, LLCOct 2019 – Nov 2023Indianapolis, IN
- Truepoint, Inc.Jan 2024 – no end date reportedCincinnati, OH
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Truepoint, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $3,000,000 (waivable)
- First $3,000,0001.00%
- Next $2,000,0000.75%
- Next $5,000,0000.60%
- Above $10,000,0000.45%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management, evidence-based investment strategy, tax planning and preparation, estate planning strategy, and values-based life financial planning. Also offers a separate subscription-based service (Commas) with no account minimum for those seeking accessible financial guidance.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 40
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Cincinnati, OH
- Founded:
- 1990
- SEC file number:
- 801-25433
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 31, 2026
View full firm profileOther advisors at Truepoint, Inc.
Showing 12 of 40 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nathan W Eix has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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