# Nicholas Dawson

> Nicholas Dawson is a fee-only financial advisor at New Perspective Wealth Management in St. Petersburg, Florida, who holds the CFP credential. Nicholas focuses on retirement planning, tax planning and small business owners. New Perspective Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** New Perspective Wealth Management
- **Based in:** St. Petersburg, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $5.1M across 42 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Small business owners
- **Works with:** Retirees
- **CRD:** 5321375 (https://adviserinfo.sec.gov/individual/summary/5321375)
- **SEC registration:** Investment adviser representative in FL, MO
- **Exams passed:** Series 63 (2007)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://newperspectivewealth.com

## Frequently asked questions

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

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

### Where is Nicholas Dawson based?

Nicholas Dawson is based in St. Petersburg, Florida.

### What does Nicholas specialize in?

Nicholas's specialties include retirement planning, tax planning and small business owners. Nicholas works with retirees.

### What credentials does Nicholas Dawson hold?

Nicholas Dawson holds the CFP credential.

### Is Nicholas Dawson registered with the SEC?

Yes. Nicholas Dawson is registered as an investment adviser representative in FL and MO (CRD 5321375), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does New Perspective Wealth Management manage?

New Perspective Wealth Management reports $5.1M across 42 accounts in assets under management.

### How do I contact Nicholas Dawson?

Through Nicholas's website, newperspectivewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5321375): 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://newperspectivewealth.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.