Nicholas Frattali
HS Wealth Partners · Encino, California
Nicholas Frattali is a fee-only financial advisor at HS Wealth Partners in Encino, California. Nicholas focuses on estate & legacy planning and small business owners. HS Wealth Partners reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Founders
- High earners
Facts
| Firm | HS Wealth Partners |
|---|---|
| Based in | Encino, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $481.2M across 626 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7997064 |
| Exams passed | Series 65 (2024) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.hswealthpartners.com |
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Questions about Nicholas
Is Nicholas Frattali a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and HS Wealth Partners 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, HS Wealth Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is Nicholas Frattali based?
Nicholas Frattali is based in Encino, California.
What does Nicholas specialize in?
Nicholas's specialties include estate & legacy planning and small business owners. Nicholas works with founders and high earners.
Is Nicholas Frattali registered with the SEC?
Yes. Nicholas Frattali is registered as an investment adviser representative in CA (CRD 7997064), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HS Wealth Partners manage?
HS Wealth Partners reports $481.2M across 626 accounts in assets under management.
How do I contact Nicholas Frattali?
Through Nicholas's website, www.hswealthpartners.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
- HS Wealth Partners 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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