Nicholas Michels
Michels Family Financial · Fort Worth, Texas
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.
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Specialties
Facts
| Firm | Michels Family Financial |
|---|---|
| Based in | Fort Worth, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $347.9M across 1,391 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5646284 |
| Exams passed | Series 66 (2012) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.michelsfamilyfinancial.com |
| Profile |
How Nicholas's firm compares
- Michels Family Financial's average account is about $250,000, from its Form ADV (assets managed divided by 1,391 accounts).
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Questions about Nicholas
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.
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
- Michels Family Financial 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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