Nicholas Christensen
Ralicki Wealth Management & Trust Services · Stuart, Florida
Nicholas Christensen is a fee-only financial advisor at Ralicki Wealth Management & Trust Services in Stuart, Florida. Ralicki Wealth Management & Trust Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Ralicki Wealth Management & Trust Services |
|---|---|
| Based in | Stuart, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $129.0M across 253 accounts |
| SEC registration | Investment adviser representative in FL · CRD 7855420 |
| Exams passed | Series 65 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.ralickiwm.com |
How Nicholas's firm compares
- Ralicki Wealth Management & Trust Services's average account is about $510,000, from its Form ADV (assets managed divided by 253 accounts).
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Questions about Nicholas
Is Nicholas Christensen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Ralicki Wealth Management & Trust 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's firm, Ralicki Wealth Management & Trust Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nicholas Christensen based?
Nicholas Christensen is based in Stuart, Florida.
Is Nicholas Christensen registered with the SEC?
Yes. Nicholas Christensen is registered as an investment adviser representative in FL (CRD 7855420), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ralicki Wealth Management & Trust Services manage?
Ralicki Wealth Management & Trust Services reports $129.0M across 253 accounts in assets under management.
How do I contact Nicholas Christensen?
Through Nicholas's website, www.ralickiwm.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
- 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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