Nicholson Wealth Management Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Nicholson Wealth Management Group provides personalized financial planning and both discretionary and non‑discretionary investment advisory services to individuals — including high net worth clients — as well as family offices, trusts, estates, private foundations, endowments and qualified retirement plans. The firm’s Form ADV reports approximately $322 million in assets under management, all managed on a discretionary basis, and it delivers ongoing portfolio management and retirement-plan advisory services.
The firm’s stated investment process begins with a comprehensive client assessment to establish financial condition, risk tolerance and objectives, and generally pursues long‑term strategies while employing tactical allocations when appropriate. NWMG primarily uses registered mutual funds and ETFs but may also invest in individual equities, corporate bonds, REITs and variable annuities, and it conducts ongoing account monitoring with at least annual formal reviews.
The brochure discloses a notable institutional relationship with Charles Schwab, including receipt of technology, marketing and other support (including an initial support arrangement described in the ADV), and it notes the firm’s use of third‑party research and reliance on outside custodians. The ADV also discloses that some advisory personnel are licensed insurance professionals who may receive commissions, and additional firm disclosures indicate broker‑dealer registration for certain personnel and the firm’s use of third‑party ratings — features that are less common among similarly supported advisers.
Client services
Expertise
Fee options
Fixed fees may be charged for retirement plan advisory services based on agreement with the plan client.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.85% $10,000,001 - $15,000,000: 0.80% $15,000,001 - $20,000,000: 0.75% Over $20,000,000+: negotiable
Insurance commissions earned by advisory persons licensed as insurance professionals, separate from advisory fees.
Main office
8 N. Adgers Wharf
Charleston SC 29401
Advisors at this office
2
Most active in
Florida · North Carolina · South Carolina · Texas
Also doing business as
Nicholson Wealth Management Group · Nicholson Wealth Management Group, LLC · Redhawk Investment Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
John W
Series 63, Series 65
Charleston, SC
Nicholson Wealth Management Group
John Wagner is a financial advisor with Nicholson Wealth Management Group in Charleston, SC, holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining Nicholson Wealth Management Group, he worked at Charles Schwab Bank and Charles Schwab for seven years each, and at Select Health of South Carolina for one year. Nicholson Wealth Management Group provides personalized financial planning and discretionary and non-discretionary investment advisory services to individuals—including high net worth clients—as well as family offices, trusts, estates, private foundations, endowments, and qualified retirement plans. The firm manages approximately $322 million in assets using a long-term investment approach with tactical allocations and employs registered mutual funds, ETFs, individual equities, corporate bonds, REITs, and variable annuities.
Joseph N
Series 63, Series 65
Charleston, SC
Nicholson Wealth Management Group
Joseph Nicholson is a financial advisor with Nicholson Wealth Management Group in Charleston, SC, holding Series 63 and Series 65 licenses and 33 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network and related Wells Fargo entities from 2009 to 2023. Outside of his advisory role, he is co-owner of a real estate management business in Charleston. Nicholson Wealth Management Group provides discretionary and non-discretionary investment management and personalized financial planning to individuals, including high net worth clients, as well as institutional entities such as family offices and foundations. The firm manages portfolios using a tailored asset allocation process that incorporates fundamental and technical analysis, focusing primarily on mutual funds and ETFs while also considering equities, bonds, and REITs.
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