# Andrew Swanson

> Andrew Swanson is a fee-only financial advisor at Nikulski Financial, Inc. in Bettendorf, Iowa, who holds the CFA and CFP credentials. Nikulski Financial, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/andrew-swanson/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Nikulski Financial, Inc.
- **Based in:** Bettendorf, Iowa
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $449.0M across 475 accounts
- **Credentials:** CFA, CFP
- **CRD:** 6512060 (https://adviserinfo.sec.gov/individual/summary/6512060)
- **SEC registration:** Investment adviser representative in IA
- **Exams passed:** Series 65 (2015)
- **Firm size:** 10 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Andrew Swanson a fee-only financial advisor?

Yes. Andrew Swanson is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Andrew's firm.

### How does Andrew charge for financial advice?

Andrew's firm, Nikulski Financial, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Andrew Swanson based?

Andrew Swanson is based in Bettendorf, Iowa.

### What credentials does Andrew Swanson hold?

Andrew Swanson holds the CFA and CFP credentials.

### Is Andrew Swanson registered with the SEC?

Yes. Andrew Swanson is registered as an investment adviser representative in IA (CRD 6512060), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Nikulski Financial, Inc. manage?

Nikulski Financial, Inc. reports $449.0M across 475 accounts in assets under management.

### How do I contact Andrew Swanson?

Contact details aren't on file yet. Search for Nikulski Financial, Inc..

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38126): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.