# Nicholas Fullerton

> Nicholas Fullerton is a fee-only financial advisor at Fullerton Advisors in Alamo, California, who holds the CFP credential. Nicholas charges hourly fees and a percentage of assets.

Page: https://find.wellspent.co/advisors/nicholas-fullerton/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Fullerton Advisors
- **Based in:** Alamo, California
- **Fee model:** Hourly; Percentage of assets
- **Assets under management (firm):** $120.4M across 258 accounts
- **Credentials:** CFP
- **CRD:** 2515415 (https://adviserinfo.sec.gov/individual/summary/2515415)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.fullertonadvisors.com

## Frequently asked questions

### Is Nicholas Fullerton a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Fullerton 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 hourly fees and a percentage of assets.

### Where is Nicholas Fullerton based?

Nicholas Fullerton is based in Alamo, California.

### What credentials does Nicholas Fullerton hold?

Nicholas Fullerton holds the CFP credential.

### Is Nicholas Fullerton registered with the SEC?

Yes. Nicholas Fullerton is registered as an investment adviser representative in CA (CRD 2515415), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Fullerton Advisors manage?

Fullerton Advisors reports $120.4M across 258 accounts in assets under management.

### How do I contact Nicholas Fullerton?

Through Nicholas's website, www.fullertonadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2515415): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://fullertonadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.