# Nicholas Shevland

> Nicholas Shevland is a fee-only financial advisor at Breakwater Wealth Management in Millville, Delaware, who holds the CFP and CFA credentials. Nicholas charges a percentage of assets.

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

## Facts

- **Firm:** Breakwater Wealth Management
- **Based in:** Millville, Delaware
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $39.9M across 94 accounts
- **Credentials:** CFP, CFA
- **CRD:** 6185984 (https://adviserinfo.sec.gov/individual/summary/6185984)
- **SEC registration:** Investment adviser representative in DE
- **Exams passed:** Series 66 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.breakwaterwm.net

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Breakwater Wealth Management 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 percentage of assets.

### Where is Nicholas Shevland based?

Nicholas Shevland is based in Millville, Delaware.

### What credentials does Nicholas Shevland hold?

Nicholas Shevland holds the CFP and CFA credentials.

### Is Nicholas Shevland registered with the SEC?

Yes. Nicholas Shevland is registered as an investment adviser representative in DE (CRD 6185984), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Breakwater Wealth Management manage?

Breakwater Wealth Management reports $39.9M across 94 accounts in assets under management.

### How do I contact Nicholas Shevland?

Through Nicholas's website, www.breakwaterwm.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6185984): 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://breakwaterwm.net/): 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.