Nicholas Butler
Butler Financial Services · Westlake Village, California
Nicholas Butler is a fee-only financial advisor at Butler Financial Services in Westlake Village, California. Nicholas charges a flat fee or retainer and a one-time planning fee (one-time plans from $1,500) and focuses on tax planning, retirement planning and estate & legacy planning.
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Specialties
Who they serve
- Early-career professionals
- Retirees
Facts
| Firm | Butler Financial Services |
|---|---|
| Based in | Westlake Village, California |
| Fee model | Flat fee or retainer · One-time planning fee |
| Fees (firm's website) | One-time plans from $1,500 |
| Assets under management | $45.3M across 112 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6634299 |
| Exams passed | Series 65 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.butlerfs.com |
| Profile |
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Questions about Nicholas
Is Nicholas Butler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Butler Financial Services 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 charges a flat fee or retainer and a one-time planning fee.
How much does Nicholas charge?
According to Butler Financial Services's website, checked October 30, 2026: one-time plans from $1,500.
Where is Nicholas Butler based?
Nicholas Butler is based in Westlake Village, California.
What does Nicholas specialize in?
Nicholas's specialties include tax planning, retirement planning, estate & legacy planning and student loans. Nicholas works with early-career professionals and retirees.
Is Nicholas Butler registered with the SEC?
Yes. Nicholas Butler is registered as an investment adviser representative in CA (CRD 6634299), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Butler Financial Services manage?
Butler Financial Services reports $45.3M across 112 accounts in assets under management.
How do I contact Nicholas Butler?
Through Nicholas's website, www.butlerfs.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
- Butler Financial Services 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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