Nicholas Wealth Management fees and pricing
Financial planner in Marietta, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 24, 2026, Nicholas Wealth Management charges $250-$1,000 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$1,000/hr
“The negotiated hourly fee for these services is between $250 and $1,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Nicholas Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable, and the final fee schedule is attached as Exhibit I of the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty for a full refund of NWM's fees within five business days of signing the Investment Advisory Contract.”
- “The fees shared are negotiable and will not exceed any limit imposed by any regulatory agency.”
How Nicholas Wealth Management’s fees compare
- Its hourly rate of $250-$1,000 is above the Georgia median of $250. 96% of the 169 other Georgia planners that publish an hourly rate charge less.
- 13 of the 14 other planners in Marietta that publish an hourly rate charge less.
About Nicholas Wealth Management
- Firm size: 19 employees.
- Founded: 2016 (10 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.8% a year
- Clients
- 1,057
- Employees
- 19
- Works with
- Individuals, high net worth individuals, investment companies, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, selecting other advisers, newsletters and publications, educational seminars and workshops, and other services
- Assets managed
- $739,826,707
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282635
- Phone
- (404) 890-5606
Can advise clients in 8 states: Alabama, Arizona, California, Florida, Georgia, North Carolina, South Carolina, Texas
Other planners in Marietta that publish fees
- American Financial Advisors, LLC.Marietta$150/hr, $500
- Boskia Wealth Management & Advisory Services, L.L.C.Marietta$425/hr, $10,000-$15,000
- Brown Capital Advisors, LLCMarietta$2,000-$10,000, $30,000-$75,000/yr
- JPG Wealth ManagementMarietta$250/hr, $1,000-$15,000
- Kenwyck CapitalMarietta$300/hr, $3,000-$4,500
- Lassiter Financial Advisors, LLCMarietta$225/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.