Kip Nichols
Uniting Wealth Partners · Oklahoma City, Oklahoma
Kip Nichols is a fee-only financial advisor at Uniting Wealth Partners in Oklahoma City, Oklahoma. Uniting Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Uniting Wealth Partners |
|---|---|
| Based in | Oklahoma City, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $934.6M across 2,337 accounts |
| SEC registration | Investment adviser representative in OK · CRD 8218358 |
| Exams passed | Series 65 (2026) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | unitingwealthpartners.com |
How Kip's firm compares
- Uniting Wealth Partners's average account is about $400,000, from its Form ADV (assets managed divided by 2,337 accounts).
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Questions about Kip
Is Kip Nichols a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kip holds no broker registration, and Uniting Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kip charge for financial advice?
Kip's firm, Uniting Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kip Nichols based?
Kip Nichols is based in Oklahoma City, Oklahoma.
Is Kip Nichols registered with the SEC?
Yes. Kip Nichols is registered as an investment adviser representative in OK (CRD 8218358), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Uniting Wealth Partners manage?
Uniting Wealth Partners reports $934.6M across 2,337 accounts in assets under management.
How do I contact Kip Nichols?
Through Kip's website, unitingwealthpartners.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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