# Nicholas Bzovi

> Nicholas Bzovi is a fee-only financial advisor at Ducere Wealth Management in Newport Beach, California, who holds the CFA credential. Nicholas charges a percentage of assets (1% a year on the first tier of assets managed and typically works with clients with $5,000,000 or more) and focuses on founders (pre-exit), retirement planning and estate & legacy planning.

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

## Facts

- **Firm:** Ducere Wealth Management
- **Based in:** Newport Beach, California
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; typically works with clients with $5,000,000 or more
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $503.8M across 478 accounts
- **Credentials:** CFA
- **Specialties:** Founders (pre-exit), Retirement planning, Estate & legacy planning, Tax planning, Real estate investors
- **Works with:** Founders, High earners, Mid-life transitions, Multi-generational families, Real estate investors
- **CRD:** 4444881 (https://adviserinfo.sec.gov/individual/summary/4444881)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2003), Series 66 (2022)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://www.ducerewealth.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Ducere Wealth Management 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 percentage of assets.

### How much does Nicholas charge?

According to Ducere Wealth Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed; typically works with clients with $5,000,000 or more.

### Does Nicholas work with clients virtually?

Yes. Ducere Wealth Management says on its website that it works with clients remotely.

### Where is Nicholas Bzovi based?

Nicholas Bzovi is based in Newport Beach, California.

### What does Nicholas specialize in?

Nicholas's specialties include founders (pre-exit), retirement planning, estate & legacy planning, tax planning and real estate investors. Nicholas works with founders, high earners, mid-life transitions, multi-generational families and real estate investors.

### What credentials does Nicholas Bzovi hold?

Nicholas Bzovi holds the CFA credential.

### Is Nicholas Bzovi registered with the SEC?

Yes. Nicholas Bzovi is registered as an investment adviser representative in CA (CRD 4444881), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ducere Wealth Management manage?

Ducere Wealth Management reports $503.8M across 478 accounts in assets under management.

### How do I contact Nicholas Bzovi?

Through Nicholas's website, www.ducerewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4444881): 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.ducerewealth.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.