Nicholas Finnigan
Delta Wealth Advisors · Indianapolis, Indiana
Nicholas Finnigan is a fee-only financial advisor at Delta Wealth Advisors in Indianapolis, Indiana, who holds the CFA credential. Nicholas charges a percentage of assets (0.5% a year on the first tier of assets managed) and focuses on tax planning and small business owners.
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Specialties
Who they serve
- Founders
Facts
| Firm | Delta Wealth Advisors |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.5% a year on the first tier of assets managed |
| Assets under management | $151.8M across 520 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IL, TX · CRD 5712810 |
| Exams passed | Series 66 (2016) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.deltawealthadvisors.com |
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Questions about Nicholas
Is Nicholas Finnigan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Delta 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 charges a percentage of assets.
How much does Nicholas charge?
According to Delta Wealth Advisors's website, checked October 30, 2026: 0.5% a year on the first tier of assets managed.
Where is Nicholas Finnigan based?
Nicholas Finnigan is based in Indianapolis, Indiana.
What does Nicholas specialize in?
Nicholas's specialties include tax planning and small business owners. Nicholas works with founders.
What credentials does Nicholas Finnigan hold?
Nicholas Finnigan holds the CFA credential.
Is Nicholas Finnigan registered with the SEC?
Yes. Nicholas Finnigan is registered as an investment adviser representative in IL and TX (CRD 5712810), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Delta Wealth Advisors manage?
Delta Wealth Advisors reports $151.8M across 520 accounts in assets under management.
How do I contact Nicholas Finnigan?
Through Nicholas's website, www.deltawealthadvisors.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
- Delta Wealth 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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