Nicholas Hartley
Windward Private Wealth Management · Overland Park, Kansas
Nicholas Hartley is a fee-only financial advisor at Windward Private Wealth Management in Overland Park, Kansas, who holds the CFP credential. Nicholas focuses on estate & legacy planning and family wealth transfer. Windward Private Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Windward Private Wealth Management |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $309.6M across 949 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, MO, TX · CRD 7490223 |
| Exams passed | Series 65 (2021) |
| Firm size | 9 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.windwardfp.com |
How Nicholas's firm compares
- Windward Private Wealth Management's average account is about $326,000, from its Form ADV (assets managed divided by 949 accounts).
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Questions about Nicholas
Is Nicholas Hartley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Windward Private Wealth Management 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, Windward Private Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Nicholas Hartley based?
Nicholas Hartley is based in Overland Park, Kansas.
What does Nicholas specialize in?
Nicholas's specialties include estate & legacy planning and family wealth transfer.
What credentials does Nicholas Hartley hold?
Nicholas Hartley holds the CFP credential.
Is Nicholas Hartley registered with the SEC?
Yes. Nicholas Hartley is registered as an investment adviser representative in KS, MO and TX (CRD 7490223), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Windward Private Wealth Management manage?
Windward Private Wealth Management reports $309.6M across 949 accounts in assets under management.
How do I contact Nicholas Hartley?
Through Nicholas's website, www.windwardfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Overland Park
Other advisors in Kansas who focus on estate & legacy planning
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
- Windward Private Wealth Management 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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