Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
11 years
Location
Plano, TX 75024
Beacon Pointe Advisors, LLC
Enterprise
Nicholas English is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Beacon Pointe Advisors since 2019, following a 13-year tenure at Westwood Wealth Management. Outside of his advisory role, he owns and manages a healthy food vending machine business operated with his children. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-focused investment approach, utilizing both active and passive strategies, and sponsors proprietary investment vehicles while serving as an operating general partner for multiple private funds.
Based on Beacon Pointe Advisors, LLC
Based on Beacon Pointe Advisors, LLC
Fixed fees for financial planning and educational seminars, negotiable based on complexity
$0+: 0.50% to 1.50% annually (negotiable tiered range for Wealth Advisory Services) $0+: 0.02% to 0.04% annually platform fee for Envestnet UMA (minimum $50 per account) $0+: 0.50% to 2.00% annually for Wrap Fee Program $0+: 0.25% to 1.00% annually for American Funds F-2 Direct Program $0+: 0.05% to 0.50% annually for Retirement Plan Consulting Services $0+: 0.20% to 0.50% annually for Consulting Services (discretionary portfolios) $0+: 0.08% to 0.50% annually for Consulting Services (non-discretionary portfolios) $0+: 0.20% to 0.50% annually for Outsourced Chief Investment Officer Services (OCIO) $0+: 1.00% annual management fee for Private Funds (waived for clients of Beacon Pointe) $0+: 0.95% annual management fee for BPMAX Interval Fund
Hourly fees typically range between $350 and $500 per hour for consulting and financial planning services
Performance-based fees only for certain legacy private fund investments negotiated as a percentage of profits; no other performance-based fees charged
Annual retainer fees for consulting services, tiered based on assets under supervision
Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee of $1,250, waivable at discretion Fee-only: Consulting fees charged as annual retainers, project fees (minimum $25,000), or hourly fees ($350-$500/hr), financial planning fees hourly or fixed, generally negotiated
Plano, TX
5810 Tennyson Parkway
Plano TX 75204
Advisors at this office
11
Texas
11 years of industry experience
Beacon Pointe Advisors, LLC
2020 - Present • 6 years
Plano, TX
Beacon Pointe Advisors, LLC
2019 - 2020 • 1 year
Plano, TX
Beacon Pointe Wealth Advisors, LLC
2019 - 2020 • 1 year
Plano, TX
AdvicePeriod
2019 - 2019 • 1 year
McKinney, TX
Westwood Wealth Management
2006 - 2019 • 13 years
Dallas, TX
Morgan Stanley Dw Inc.
2004 - 2006 • 2 years
Washington, DC
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®
Plano, TX
Strategic Financial Planning, Inc.
Bryan Lee is a CFP® with 23 years of industry experience, serving as an advisor at Strategic Financial Planning, Inc. since 1999. Strategic Financial Planning, Inc. provides discretionary wealth management and financial planning to individuals, pension plans, charitable organizations, and businesses. The firm primarily allocates assets among the portfolio best suited for each client's particular situation.
Verified by Warmer
Series 63, Series 65, Series 66
Dallas, TX
Coppell Advisory Solutions LLC
John Wessels is a financial advisor at Coppell Advisory Solutions LLC with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Fusion Capital Management, Wessels Financial Services, Merrill, Northwestern Mutual Investment Management, and Robert Baird & Co. since 2002. Outside of advising, he is involved in insurance life and annuity sales as an agent and owner. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a broad investment toolkit and an open-architecture platform, managing over $1.1 billion in client assets as of December 31, 2025.
Verified by Warmer
Series 63, Series 65, CFP®, EA
Frisco, TX
Sagespring Wealth Partners
Jordan McFarland is a financial planner with SageSpring Wealth Partners in Frisco, TX, holding Series 63 and Series 65 licenses as well as the CFP® designation. Jordan is also an Enrolled Agent, permitted to practice before the IRS, and focuses on tax planning for business owners and founders. SageSpring Wealth Partners manages approximately $8.5 billion in discretionary assets and serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management, financial planning, and retirement plan consulting, utilizing a goals-based approach that incorporates asset allocation, ongoing monitoring, and both fundamental and technical analysis.
Verified by Warmer
CFP®, Series 7, Series 66, Series 24
Grapevine, TX
Raymond James Financial
Robert Hrnicek is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and has previously worked at Wells Fargo Advisors, Morgan Stanley and Merrill Lynch. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients through tailored strategies and a broad affiliate network.
Series 65
Frisco, TX
Everglade Capital, LLC
Minab Mulugheta is a financial advisor at Everglade Capital, LLC in Frisco, TX, holding a Series 65 designation with several years of experience across financial services and corporate roles. His previous positions include work at SagePoint Capital Partners LLC, Union Home Mortgage, Celanese, NRL Mortgage Servicing, and PricewaterhouseCoopers. Everglade Capital is an independent registered investment adviser serving high-net-worth individuals, families, trusts, foundations, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management alongside a range of planning services, including estate, succession, tax coordination, and family governance, with a focus on diversified portfolios and selective use of alternative investments.
Series 65
Flower Mound, TX
DEAJ Insurance and Investments Consulting
Dominic Hilario Javier is the principal of DEAJ Insurance and Investments Consulting, holding a Series 65 license and entering his first year in the financial advisory industry. He has prior experience with DEAJ Investments LLC and SGC Investments Limited. Outside of advisory services, he is involved with DEAJ Oil and Gas Consulting. DEAJ Insurance and Investments Consulting provides financial planning and non-discretionary investment advisory services to individuals, families, businesses, and nonprofit organizations. The firm combines licensed insurance brokerage and risk-management services with investment advice, offering portfolio approaches that include both third-party managed accounts and actively managed investments across a broad range of asset classes.
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