Nicholas Evans
CM Wealth · Beachwood, Ohio
Nicholas Evans is a fee-only financial advisor at CM Wealth in Beachwood, Ohio. Nicholas focuses on family wealth transfer, estate & legacy planning and tax planning. CM Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Nicholas →
Specialties
Who they serve
- Multi-generational families
Facts
| Firm | CM Wealth |
|---|---|
| Based in | Beachwood, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.60B across 680 accounts |
| SEC registration | Investment adviser representative in OH · CRD 6904475 |
| Exams passed | Series 66 (2018) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.cmwealthadvisors.com |
| Profile |
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 Evans a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and CM Wealth 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, CM Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nicholas Evans based?
Nicholas Evans is based in Beachwood, Ohio.
What does Nicholas specialize in?
Nicholas's specialties include family wealth transfer, estate & legacy planning, tax planning and founders (pre-exit). Nicholas works with multi-generational families.
Is Nicholas Evans registered with the SEC?
Yes. Nicholas Evans is registered as an investment adviser representative in OH (CRD 6904475), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CM Wealth manage?
CM Wealth reports $3.60B across 680 accounts in assets under management.
How do I contact Nicholas Evans?
Through Nicholas's website, www.cmwealthadvisors.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
- CM Wealth 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.