Nichols Wealth Advisors

RIAState Registered

Total AUM

$9.7M

Discretionary

0% of AUM

Avg account

$463K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 284400
Website: www.nicholswealthadvisors.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI69.63%
Individuals30.37%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Nichols Wealth Advisors operates as an independent registered investment advisor (RIA) structured as a limited liability company. The firm primarily serves individual and family clients, providing a range of financial services including financial planning, portfolio management for individuals and small businesses, and educational seminars. Nichols Wealth Advisors also functions as an insurance broker, indicating a diverse approach to client needs. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser.