Nicholas De Peyster
Genesis Wealth Advisors · Stoughton, Massachusetts
Nicholas De Peyster is a fee-only financial advisor at Genesis Wealth Advisors in Stoughton, Massachusetts, who holds the CFP and CFA credentials. Genesis Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Genesis Wealth Advisors |
|---|---|
| Based in | Stoughton, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $200.1M across 564 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in MA · CRD 1529007 |
| Exams passed | Series 63 (2000) · Series 65 (2001) · Series 66 (2010) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.genesisadvisors.com |
How Nicholas's firm compares
- Genesis Wealth Advisors's average account is about $355,000, from its Form ADV (assets managed divided by 564 accounts).
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Questions about Nicholas
Is Nicholas De Peyster a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Genesis Wealth Advisors 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, Genesis Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nicholas De Peyster based?
Nicholas De Peyster is based in Stoughton, Massachusetts.
What credentials does Nicholas De Peyster hold?
Nicholas De Peyster holds the CFP and CFA credentials.
Is Nicholas De Peyster registered with the SEC?
Yes. Nicholas De Peyster is registered as an investment adviser representative in MA (CRD 1529007), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Genesis Wealth Advisors manage?
Genesis Wealth Advisors reports $200.1M across 564 accounts in assets under management.
How do I contact Nicholas De Peyster?
Through Nicholas's website, www.genesisadvisors.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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