# Nicholas Danna

> Nicholas Danna is a fee-only financial advisor at ADG Wealth Management Group in Metairie, Louisiana. ADG Wealth Management Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/nicholas-danna/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** ADG Wealth Management Group
- **Based in:** Metairie, Louisiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $336.3M across 1,553 accounts
- **CRD:** 4571403 (https://adviserinfo.sec.gov/individual/summary/4571403)
- **SEC registration:** Investment adviser representative in LA, TX
- **Exams passed:** Series 66 (2009)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.adgwealth.com

## Frequently asked questions

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

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

### Where is Nicholas Danna based?

Nicholas Danna is based in Metairie, Louisiana.

### Is Nicholas Danna registered with the SEC?

Yes. Nicholas Danna is registered as an investment adviser representative in LA and TX (CRD 4571403), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does ADG Wealth Management Group manage?

ADG Wealth Management Group reports $336.3M across 1,553 accounts in assets under management.

### How do I contact Nicholas Danna?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4571403): 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

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