Nicholas King
Targeted Financial Planning · East Stroudsburg, Pennsylvania
Nicholas King is a fee-only financial advisor at Targeted Financial Planning in East Stroudsburg, Pennsylvania. Nicholas charges a percentage of assets, a flat fee or retainer and an ongoing planning fee (ongoing planning from $1,000 a year and 1% a year on the first tier of assets managed) and focuses on retirement planning and tax planning.
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Specialties
Who they serve
- Pre-retirees
- Early-career professionals
Facts
| Firm | Targeted Financial Planning |
|---|---|
| Based in | East Stroudsburg, Pennsylvania |
| Fee model | Percentage of assets · Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $1,000 a year · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $8.4M across 94 accounts |
| SEC registration | Investment adviser representative in PA · CRD 7126888 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.targetedplanning.com |
| Profile |
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Questions about Nicholas
Is Nicholas King a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Targeted Financial Planning 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 a percentage of assets, a flat fee or retainer and an ongoing planning fee.
How much does Nicholas charge?
According to Targeted Financial Planning's website, checked October 30, 2026: ongoing planning from $1,000 a year; 1% a year on the first tier of assets managed.
Where is Nicholas King based?
Nicholas King is based in East Stroudsburg, Pennsylvania.
What does Nicholas specialize in?
Nicholas's specialties include retirement planning and tax planning. Nicholas works with pre-retirees and early-career professionals.
Is Nicholas King registered with the SEC?
Yes. Nicholas King is registered as an investment adviser representative in PA (CRD 7126888), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Targeted Financial Planning manage?
Targeted Financial Planning reports $8.4M across 94 accounts in assets under management.
How do I contact Nicholas King?
Through Nicholas's website, www.targetedplanning.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
- Targeted Financial Planning 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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