Nicholas Shevland
Breakwater Wealth Management · Millville, Delaware
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.
Request an introduction to Nicholas →
Facts
| Firm | Breakwater Wealth Management |
|---|---|
| Based in | Millville, Delaware |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $39.9M across 94 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in DE · CRD 6185984 |
| Exams passed | Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.breakwaterwm.net |
How Nicholas's firm compares
- Breakwater Wealth Management's average account is about $425,000, from its Form ADV (assets managed divided by 94 accounts).
Request an introduction to Nicholas
Tell Nicholas a little about what you're looking for. Nicholas isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Nicholas
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.
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
- Breakwater Wealth Management 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.
See something wrong? Request a correction. Read our methodology.