Nicholas Somers
Financial Advisory · Grand Rapids, Michigan
Nicholas Somers is a fee-only financial advisor at Financial Advisory in Grand Rapids, Michigan, who holds the ChFC credential. Financial Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Nicholas →
Facts
| Firm | Financial Advisory |
|---|---|
| Based in | Grand Rapids, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.10B across 1,162 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in MI · CRD 7681099 |
| Exams passed | Series 66 (2023) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | facwealth.com |
How Nicholas's firm compares
- Financial Advisory's average account is about $951,000, from its Form ADV (assets managed divided by 1,162 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 Somers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Financial Advisory 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, Financial Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nicholas Somers based?
Nicholas Somers is based in Grand Rapids, Michigan.
What credentials does Nicholas Somers hold?
Nicholas Somers holds the ChFC credential.
Is Nicholas Somers registered with the SEC?
Yes. Nicholas Somers is registered as an investment adviser representative in MI (CRD 7681099), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Advisory manage?
Financial Advisory reports $1.10B across 1,162 accounts in assets under management.
How do I contact Nicholas Somers?
Through Nicholas's website, facwealth.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
- 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.