Nicholas Chiricosta
Utopia Wealth Management · Coconut Creek, Florida
Nicholas Chiricosta is a fee-only financial advisor at Utopia Wealth Management in Coconut Creek, Florida, who holds the CFP credential. Nicholas focuses on retirement planning, tax planning and estate & legacy planning. Utopia Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Nicholas →
Specialties
Who they serve
- Founders
Facts
| Firm | Utopia Wealth Management |
|---|---|
| Based in | Coconut Creek, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Fees (firm's website) | Typically works with clients with $2,000,000 or more |
| Works virtually | Yes |
| Assets under management | $261.4M across 234 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 7058165 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.utopiawealth.com |
| Profile |
Request an introduction to Nicholas
Tell Nicholas a little about what you're looking for. Nicholas isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Nicholas
Is Nicholas Chiricosta a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Utopia 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's firm, Utopia Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
How much does Nicholas charge?
According to Utopia Wealth Management's website, checked October 30, 2026: typically works with clients with $2,000,000 or more.
Does Nicholas work with clients virtually?
Yes. Utopia Wealth Management says on its website that it works with clients remotely.
Where is Nicholas Chiricosta based?
Nicholas Chiricosta is based in Coconut Creek, Florida.
What does Nicholas specialize in?
Nicholas's specialties include retirement planning, tax planning, estate & legacy planning, small business owners and founders (pre-exit). Nicholas works with founders.
What credentials does Nicholas Chiricosta hold?
Nicholas Chiricosta holds the CFP credential.
Is Nicholas Chiricosta registered with the SEC?
Yes. Nicholas Chiricosta is registered as an investment adviser representative in FL and TX (CRD 7058165), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Utopia Wealth Management manage?
Utopia Wealth Management reports $261.4M across 234 accounts in assets under management.
How do I contact Nicholas Chiricosta?
Through Nicholas's website, www.utopiawealth.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
- Utopia Wealth Management 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.
See something wrong? Request a correction. Read our methodology.