Nicholas Joseph
Sentinel Wealth Management · Reston, Virginia
Nicholas Joseph is a fee-only financial advisor at Sentinel Wealth Management in Reston, Virginia. Nicholas focuses on retirement planning, tax planning and estate & legacy planning. Sentinel Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Sentinel Wealth Management |
|---|---|
| Based in | Reston, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $388.8M across 356 accounts |
| SEC registration | Investment adviser representative in MD, VA · CRD 8261402 |
| Exams passed | Series 65 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.sentinelwealth.com |
| Profile |
How Nicholas's firm compares
- Sentinel Wealth Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 356 accounts).
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Questions about Nicholas
Is Nicholas Joseph a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Sentinel 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, Sentinel Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Nicholas Joseph based?
Nicholas Joseph is based in Reston, Virginia.
What does Nicholas specialize in?
Nicholas's specialties include retirement planning, tax planning, estate & legacy planning and equity compensation. Nicholas works with pre-retirees.
Is Nicholas Joseph registered with the SEC?
Yes. Nicholas Joseph is registered as an investment adviser representative in MD and VA (CRD 8261402), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sentinel Wealth Management manage?
Sentinel Wealth Management reports $388.8M across 356 accounts in assets under management.
How do I contact Nicholas Joseph?
Through Nicholas's website, www.sentinelwealth.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
- Sentinel 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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