Nate Spencer

Nate Spencer brings a wealth of experience and a passion for helping financial advisors optimize their businesses, making him a perfect fit at Diamond Consultants. He began his career in financial services at Charles Schwab and Fidelity Investments, where he earned his securities licenses through Fidelity’s Planning & Advice program.

Nate’s hands-on work with advisors started at Allworth Financial on their M&A Business Development team. There, he helped RIA advisors managing $200mm to $1B in assets create succession plans and explore partnership opportunities through practice sales. This experience cemented his love for working directly with advisors to help them thrive.

At Berthel Fisher, Nate served as Vice President of Advisor Recruiting, where he focused on bringing new advisors into the fold, showcasing the firm’s unique value proposition, and managing strategic acquisition opportunities. Whether acting as a consultant on their decision-making process or serving as a guide to advisors searching for the right fit for their business life, Nate has always prioritized relationships over transactions—a mindset aligned with Diamond Consultants’ mission.

At Diamond Consultants, Nate applies his expertise and people-first approach to help advisors find the best opportunities to grow their businesses and serve their clients. His background in both M&A and recruiting gives him a unique perspective, allowing him to guide advisors through every step of the process with thoughtful, unbiased advice.

When he’s not working, Nate loves being active in the outdoors. Whether he’s on the basketball court, playing pickleball or golf, or just enjoying nature, his competitive yet collaborative spirit shines through in all he does.