Venice, FL Office

Nottingham Wealth Partners provides fee-based discretionary investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, businesses, charitable organizations and retirement plans. The firm acts as a fiduciary and offers both ongoing portfolio management and stand‑alone financial planning, and it serves as a 3(21) advisor for retirement plans when engaged by plan sponsors.

The firm’s investment approach is primarily long‑term and grounded in fundamental analysis, with portfolios constructed from low‑cost, diversified mutual funds and ETFs and supplemented with individual stocks or bonds as needed. NWP may allocate to unaffiliated independent managers, operates a wrap fee program, and uses select managers and funds (including Dimensional Fund Advisors products) that are subject to adviser approval and implementation constraints.

Several structural features distinguish NWP from many peers: it is owned by Community Bank, N.A. and operates alongside affiliated businesses including Nottingham Advisors (an SEC‑registered adviser) and OneGroupNY (an insurance business), and certain advisory persons are registered representatives of LPL Financial and licensed insurance agents. The firm manages roughly $80.5 million for about 142 clients, sponsors a wrap program, uses multiple branch offices, and discloses these affiliations and the resulting potential conflicts of interest along with mitigation measures in its disclosure brochure.