Alex Nikulin
Uptick Partners · Portsmouth, New Hampshire
Alex Nikulin is a fee-only financial advisor at Uptick Partners in Portsmouth, New Hampshire, who holds the CFP credential. Uptick Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Uptick Partners |
|---|---|
| Based in | Portsmouth, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.06B across 3,886 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NH · CRD 5343744 |
| Exams passed | Series 63 (2007) · Series 66 (2010) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.holisticplanning.com |
How Alex's firm compares
- Uptick Partners's average account is about $274,000, from its Form ADV (assets managed divided by 3,886 accounts).
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Questions about Alex
Is Alex Nikulin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alex holds no broker registration, and Uptick Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alex charge for financial advice?
Alex's firm, Uptick Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Alex Nikulin based?
Alex Nikulin is based in Portsmouth, New Hampshire.
What credentials does Alex Nikulin hold?
Alex Nikulin holds the CFP credential.
Is Alex Nikulin registered with the SEC?
Yes. Alex Nikulin is registered as an investment adviser representative in NH (CRD 5343744), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Uptick Partners manage?
Uptick Partners reports $1.06B across 3,886 accounts in assets under management.
How do I contact Alex Nikulin?
Through Alex's website, www.holisticplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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