Nicholas Leeper
Retirement Strategies · Dublin, Ohio
Nicholas Leeper is a fee-only financial advisor at Retirement Strategies in Dublin, Ohio. Retirement Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Retirement Strategies |
|---|---|
| Based in | Dublin, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $272.7M across 1,003 accounts |
| SEC registration | Investment adviser representative in OH · CRD 8214584 |
| Exams passed | Series 65 (2026) · Series 66 (2024) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.retirement-strategies.com |
How Nicholas's firm compares
- Retirement Strategies's average account is about $272,000, from its Form ADV (assets managed divided by 1,003 accounts).
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Questions about Nicholas
Is Nicholas Leeper a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Retirement Strategies 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, Retirement Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nicholas Leeper based?
Nicholas Leeper is based in Dublin, Ohio.
Is Nicholas Leeper registered with the SEC?
Yes. Nicholas Leeper is registered as an investment adviser representative in OH (CRD 8214584), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Retirement Strategies manage?
Retirement Strategies reports $272.7M across 1,003 accounts in assets under management.
How do I contact Nicholas Leeper?
Through Nicholas's website, www.retirement-strategies.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
- 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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