Nicholas Pardini
Spearhead Advisors · Newport Beach, California
Nicholas Pardini is a fee-only financial advisor at Spearhead Advisors in Newport Beach, California. Spearhead Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Spearhead Advisors |
|---|---|
| Based in | Newport Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $35.8M across 109 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5902562 |
| Exams passed | Series 65 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | spearhead.investments |
| Profile |
How Nicholas's firm compares
- Spearhead Advisors's average account is about $329,000, from its Form ADV (assets managed divided by 109 accounts).
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Questions about Nicholas
Is Nicholas Pardini a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Spearhead 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, Spearhead Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Nicholas Pardini based?
Nicholas Pardini is based in Newport Beach, California.
Is Nicholas Pardini registered with the SEC?
Yes. Nicholas Pardini is registered as an investment adviser representative in CA (CRD 5902562), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Spearhead Advisors manage?
Spearhead Advisors reports $35.8M across 109 accounts in assets under management.
How do I contact Nicholas Pardini?
Through Nicholas's website, spearhead.investments.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Newport Beach
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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