Nautilus Wealth Advisors
SEC RegisteredYour Aspirations are our Inspiration
About the firm
Nautilus Wealth Advisors is led by Shannon T. Pitner, CFP®, Founder & CEO. For more than 35 years, the firm and its experienced team have worked with investment clients to design personalized, strategic financial plans. The independent practice offers individualized consultation using a wide range of services to create sound, active plans that adapt to life events.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized and strategic financial planning, individualized consultation, investment strategy, and ongoing plan management that adapts to life events and financial milestones
Who they serve
Investment clients seeking personalized financial plans, including families at various stages of their financial life
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 40 | $15M |
| High Net Worth Individuals | 31 | $83M |
| Charitable Organizations | 8 | $9.4M |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Investment Advisory (Freedom) - Up to $4,999,999 | 1.20% |
| Investment Advisory (Freedom) - $5,000,000 to $9,999,999 | 0.95% |
| Investment Advisory (Freedom) - $10,000,000 and Up | 0.70% |
| RJCS Independent Managers - Up to $4,999,999 | 1.60% |
| RJCS Independent Managers - $5,000,000 to $9,999,999 | 1.35% |
| RJCS Independent Managers - $10,000,000 and Up | 1.05% |
Data as of March 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nautilus Wealth Advisors 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 the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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