Nicholas Faulkner
Advisor at Testament Wealth Management
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.
Advisor at Testament Wealth Management
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.
Location
Cary, NC 27513
Credentials
CFP®, Series 63, Series 65
Industry experience
6 years
Nicholas Faulkner is a CFP® with six years of industry experience, currently serving as a financial advisor at Integra Wealth. His prior roles include positions at Triangle Wealth Management, Dimensional Fund Advisors, and Beacon Financial Strategies Corp. Integra Wealth serves individuals, associated trusts and estates, and employer-sponsored retirement plans, providing discretionary portfolio management and financial planning. The firm employs a long-term, buy-and-hold investment approach based on modern portfolio theory and multi-factor models, and offers ERISA fiduciary services alongside held-away account management.
Based on Testament Wealth Management
Fixed fees for Project-Based Financial Planning ranging from $1,500 to $7,000
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.70% $5,000,001+: 0.40%
$300 per hour for Project-Based Financial Planning
Minimum fee: Annual fixed fee typically ranging from $1,500 to $8,000, negotiable and based on complexity and scope Fee-only: Fee-only firm; compensation solely from clients; no commissions or sales-related compensation
1014 High House Rd., Suite 102
Cary, NC 27513
North Carolina
Testament Wealth Management, LLC
2026 - Present (1 year)
Integra Wealth, LLC
2025 - 2026 (1 year)
Triangle Wealth Management
2024 - 2025 (1 year)
Dimensional Fund Advisors
2022 - 2024 (2 years)
Beacon Financial Strategies Corp
2018 - 2022 (4 years)
Pathfinder Wealth Consulting
2018 - 2018 (1 year)
Mutual of Omaha
2017 - 2018 (1 year)
Country Club of Landfall
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting 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.
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