# Nicholas Catlin

> Nicholas Catlin is a fee-only financial advisor at CBG & Company in Fishers, Indiana, who holds the CFP credential. Nicholas focuses on physicians & residents, retirement planning and tax planning. CBG & Company reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** CBG & Company
- **Based in:** Fishers, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $270.7M across 525 accounts
- **Credentials:** CFP
- **Specialties:** Physicians & residents, Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Physicians
- **CRD:** 4341374 (https://adviserinfo.sec.gov/individual/summary/4341374)
- **SEC registration:** Investment adviser representative in IN
- **Exams passed:** Series 63 (2001), Series 65 (2008)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.cbgfinancialplanning.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and CBG & Company 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, CBG & Company, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Nicholas Catlin based?

Nicholas Catlin is based in Fishers, Indiana.

### What does Nicholas specialize in?

Nicholas's specialties include physicians & residents, retirement planning, tax planning and estate & legacy planning. Nicholas works with physicians.

### What credentials does Nicholas Catlin hold?

Nicholas Catlin holds the CFP credential.

### Is Nicholas Catlin registered with the SEC?

Yes. Nicholas Catlin is registered as an investment adviser representative in IN (CRD 4341374), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does CBG & Company manage?

CBG & Company reports $270.7M across 525 accounts in assets under management.

### How do I contact Nicholas Catlin?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4341374): 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://cbgfinancialplanning.com/): specialties, clients served, and fees, checked October 30, 2026

---

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