Nicholas Fullerton
Fullerton Advisors · Alamo, California
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.
Request an introduction to Nicholas →
Facts
| Firm | Fullerton Advisors |
|---|---|
| Based in | Alamo, California |
| Fee model | Hourly · Percentage of assets |
| Assets under management | $120.4M across 258 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2515415 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.fullertonadvisors.com |
| Profile |
How Nicholas's firm compares
- Fullerton Advisors's average account is about $467,000, from its Form ADV (assets managed divided by 258 accounts).
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 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.
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
- Fullerton 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.
See something wrong? Request a correction. Read our methodology.