Nicholas Dawson
New Perspective Wealth Management · St. Petersburg, Florida
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.
Request an introduction to Nicholas →
Specialties
Who they serve
- Retirees
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 | $5.1M across 42 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, MO · CRD 5321375 |
| Exams passed | Series 63 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | newperspectivewealth.com |
| Profile |
How Nicholas's firm compares
- New Perspective Wealth Management's average account is about $120,000, from its Form ADV (assets managed divided by 42 accounts).
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 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.
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
- New Perspective 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.