Nicholas Safrit
WESTHILL Financial Advisors · San Rafael, California
Nicholas Safrit is a fee-only financial advisor at WESTHILL Financial Advisors in San Rafael, California, who holds the CFP credential. Nicholas focuses on sustainable & impact investing. WESTHILL Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | WESTHILL Financial Advisors |
|---|---|
| Based in | San Rafael, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $789.4M across 1,272 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4886742 |
| Exams passed | Series 66 (2005) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | westhillfa.com |
How Nicholas's firm compares
- WESTHILL Financial Advisors's average account is about $621,000, from its Form ADV (assets managed divided by 1,272 accounts).
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Questions about Nicholas
Is Nicholas Safrit a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and WESTHILL Financial 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, WESTHILL Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nicholas Safrit based?
Nicholas Safrit is based in San Rafael, California.
What does Nicholas specialize in?
Nicholas's specialties include sustainable & impact investing.
What credentials does Nicholas Safrit hold?
Nicholas Safrit holds the CFP credential.
Is Nicholas Safrit registered with the SEC?
Yes. Nicholas Safrit is registered as an investment adviser representative in CA (CRD 4886742), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WESTHILL Financial Advisors manage?
WESTHILL Financial Advisors reports $789.4M across 1,272 accounts in assets under management.
How do I contact Nicholas Safrit?
Through Nicholas's website, westhillfa.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
- WESTHILL Financial 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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