# Nicholas Michels

> Nicholas Michels is a fee-only financial advisor at Michels Family Financial in Fort Worth, Texas. Nicholas focuses on retirement planning, estate & legacy planning and tax planning. Michels Family Financial reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/nicholas-michels/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Michels Family Financial
- **Based in:** Fort Worth, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $347.9M across 1,391 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners, Founders (pre-exit), Family wealth transfer
- **CRD:** 5646284 (https://adviserinfo.sec.gov/individual/summary/5646284)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2012)
- **Firm size:** 8 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.michelsfamilyfinancial.com

## Frequently asked questions

### Is Nicholas Michels a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Michels Family Financial 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, Michels Family Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Nicholas Michels based?

Nicholas Michels is based in Fort Worth, Texas.

### What does Nicholas specialize in?

Nicholas's specialties include retirement planning, estate & legacy planning, tax planning, small business owners, founders (pre-exit) and family wealth transfer.

### Is Nicholas Michels registered with the SEC?

Yes. Nicholas Michels is registered as an investment adviser representative in TX (CRD 5646284), 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 Michels Family Financial manage?

Michels Family Financial reports $347.9M across 1,391 accounts in assets under management.

### How do I contact Nicholas Michels?

Through Nicholas's website, www.michelsfamilyfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5646284): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://michelsfamilyfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.