Bogdan Niciu
4-C Wealth · Creve Coeur, Missouri
Bogdan Niciu is a fee-only financial advisor at 4-C Wealth in Creve Coeur, Missouri. Bogdan focuses on retirement planning, tax planning and estate & legacy planning. 4-C Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | 4-C Wealth |
|---|---|
| Based in | Creve Coeur, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $109M across 365 accounts |
| SEC registration | Investment adviser representative in MO, TX · CRD 6536389 |
| Exams passed | Series 65 (2016) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.4-cwealth.com |
| Profile |
How Bogdan's firm compares
- 4-C Wealth's average account is about $299,000, from its Form ADV (assets managed divided by 365 accounts).
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Questions about Bogdan
Is Bogdan Niciu a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bogdan holds no broker registration, and 4-C Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bogdan charge for financial advice?
Bogdan's firm, 4-C Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Bogdan Niciu based?
Bogdan Niciu is based in Creve Coeur, Missouri.
What does Bogdan specialize in?
Bogdan's specialties include retirement planning, tax planning, estate & legacy planning and pension planning. Bogdan works with retirees and pre-retirees.
Is Bogdan Niciu registered with the SEC?
Yes. Bogdan Niciu is registered as an investment adviser representative in MO and TX (CRD 6536389), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 4-C Wealth manage?
4-C Wealth reports $109M across 365 accounts in assets under management.
How do I contact Bogdan Niciu?
Through Bogdan's website, www.4-cwealth.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
- 4-C Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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