A complete list of active advisors currently associated with Nicholson Wealth Management Group
Warmer can help you find a great advisor at Nicholson Wealth Management Group or one who fits your needs even better.
Nicholson Wealth Management Group provides discretionary and non‑discretionary investment management and personalized financial planning to individual clients (including high net worth individuals) and institutional entities such as family offices, trusts, estates, foundations, endowments and qualified retirement plans. The firm reports $321,991,464 in assets under management, serves roughly 205 client relationships, and delivers portfolio management as a core service. The firm emphasizes client‑specific planning and a tailored asset allocation process, using both fundamental and technical analysis and predominantly employing mutual funds and ETFs while also considering equities, bonds, REITs and other instruments when appropriate. Portfolios are typically managed with a long‑term orientation but the firm may use tactical allocations or shorter‑term trades depending on client goals and market views. Noteworthy disclosures in the brochure include that certain advisory personnel are licensed insurance professionals who may receive commission compensation and that the firm participates in an institutional custody arrangement with Charles Schwab that provides software, research and up to $60,000 of start‑up support (with up to $150,000 in certain custodial fee reimbursements), arrangements the firm discloses as potential conflicts of interest. The firm also notes affiliations beyond its SEC RIA status — including broker‑dealer registrations for some personnel and the use of third‑party ratings in its materials — features that are less common among peer supported firms.
To learn more about the advisors currently working at Nicholson Wealth Management Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Charleston, SC
| 34
| |
Charleston, SC
| 13
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")