Nicholas Deery
Promus Advisors · Dallas, Texas
Nicholas Deery is a fee-only financial advisor at Promus Advisors in Dallas, Texas. Nicholas focuses on estate & legacy planning, cross-border (US / Canada) and family wealth transfer. Promus Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
- Founders
Facts
| Firm | Promus Advisors |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $384.6M across 260 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7791838 |
| Exams passed | Series 65 (2024) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.promusadvisors.com |
| Profile |
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Questions about Nicholas
Is Nicholas Deery a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Promus 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, Promus Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nicholas Deery based?
Nicholas Deery is based in Dallas, Texas.
What does Nicholas specialize in?
Nicholas's specialties include estate & legacy planning, cross-border (US / Canada), family wealth transfer, retirement planning and small business owners. Nicholas works with ultra high net worth, multi-generational families and founders.
Is Nicholas Deery registered with the SEC?
Yes. Nicholas Deery is registered as an investment adviser representative in TX (CRD 7791838), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Promus Advisors manage?
Promus Advisors reports $384.6M across 260 accounts in assets under management.
How do I contact Nicholas Deery?
Through Nicholas's website, www.promusadvisors.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
- Promus Advisors 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.
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