Nicholas O'Kelly
Cadence Wealth Partners · Concord, North Carolina
Nicholas O'Kelly is a fee-only financial advisor at Cadence Wealth Partners in Concord, North Carolina, who holds the CFP credential. Nicholas charges a flat fee or retainer and a percentage of assets (one-time plans from $6,000 and 1.5% a year on the first tier of assets managed) and focuses on founders (pre-exit), small business owners and retirement planning.
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Specialties
Who they serve
- Founders
- Retirees
- Pre-retirees
Facts
| Firm | Cadence Wealth Partners |
|---|---|
| Based in | Concord, North Carolina |
| Fee model | Flat fee or retainer · Percentage of assets |
| Fees (firm's website) | One-time plans from $6,000 · 1.5% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $43.3M across 97 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 7730034 |
| Exams passed | Series 63 (2023) · Series 65 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | cadencewealthpartners.com |
| Profile |
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Questions about Nicholas
Is Nicholas O'Kelly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Cadence Wealth Partners 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 flat fee or retainer and a percentage of assets.
How much does Nicholas charge?
According to Cadence Wealth Partners's website, checked October 30, 2026: one-time plans from $6,000; 1.5% a year on the first tier of assets managed.
Where is Nicholas O'Kelly based?
Nicholas O'Kelly is based in Concord, North Carolina.
What does Nicholas specialize in?
Nicholas's specialties include founders (pre-exit), small business owners, retirement planning, tax planning and estate & legacy planning. Nicholas works with founders, retirees and pre-retirees.
What credentials does Nicholas O'Kelly hold?
Nicholas O'Kelly holds the CFP credential.
Is Nicholas O'Kelly registered with the SEC?
Yes. Nicholas O'Kelly is registered as an investment adviser representative in NC (CRD 7730034), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cadence Wealth Partners manage?
Cadence Wealth Partners reports $43.3M across 97 accounts in assets under management.
How do I contact Nicholas O'Kelly?
Through Nicholas's website, cadencewealthpartners.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
- Cadence Wealth Partners 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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