Nicholas Lehman
Spectrum Advisors · Plano, Texas
Nicholas Lehman is a fee-only financial advisor at Spectrum Advisors in Plano, Texas. Nicholas focuses on retirement planning, family wealth transfer and pension planning. Spectrum Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Spectrum Advisors |
|---|---|
| Based in | Plano, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $160M across 890 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6392465 |
| Exams passed | Series 63 (2014) · Series 66 (2022) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.spectrumadvisors.net |
| Profile |
How Nicholas's firm compares
- Spectrum Advisors's average account is about $180,000, from its Form ADV (assets managed divided by 890 accounts).
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Questions about Nicholas
Is Nicholas Lehman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Spectrum 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's firm, Spectrum Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nicholas Lehman based?
Nicholas Lehman is based in Plano, Texas.
What does Nicholas specialize in?
Nicholas's specialties include retirement planning, family wealth transfer and pension planning. Nicholas works with retirees and pre-retirees.
Is Nicholas Lehman registered with the SEC?
Yes. Nicholas Lehman is registered as an investment adviser representative in TX (CRD 6392465), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Spectrum Advisors manage?
Spectrum Advisors reports $160M across 890 accounts in assets under management.
How do I contact Nicholas Lehman?
Through Nicholas's website, www.spectrumadvisors.net.
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
- Spectrum 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.
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