# Nicholas Allgeyer

> Nicholas Allgeyer is a fee-only financial advisor at Worley Banks Group in Creve Coeur, Missouri, who holds the CFP credential. Nicholas focuses on retirement planning, pension planning and estate & legacy planning. Worley Banks Group reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/nicholas-allgeyer/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Worley Banks Group
- **Based in:** Creve Coeur, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $184.3M across 768 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Pension planning, Estate & legacy planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 7036586 (https://adviserinfo.sec.gov/individual/summary/7036586)
- **SEC registration:** Investment adviser representative in MO
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://worleybanks.com/

## Frequently asked questions

### Is Nicholas Allgeyer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Worley Banks Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Nicholas charge for financial advice?

Nicholas's firm, Worley Banks Group, reports charging a percentage of assets on its SEC Form ADV.

### Where is Nicholas Allgeyer based?

Nicholas Allgeyer is based in Creve Coeur, Missouri.

### What does Nicholas specialize in?

Nicholas's specialties include retirement planning, pension planning, estate & legacy planning and tax planning. Nicholas works with retirees and pre-retirees.

### What credentials does Nicholas Allgeyer hold?

Nicholas Allgeyer holds the CFP credential.

### Is Nicholas Allgeyer registered with the SEC?

Yes. Nicholas Allgeyer is registered as an investment adviser representative in MO (CRD 7036586), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Worley Banks Group manage?

Worley Banks Group reports $184.3M across 768 accounts in assets under management.

### How do I contact Nicholas Allgeyer?

Through Nicholas's website, worleybanks.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7036586): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.worleybanks.com/): specialties, clients served, and fees, checked October 30, 2026

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