Nicholas Sullivan
KFA Private Wealth Group · Cranford, New Jersey
Nicholas Sullivan is a fee-only financial advisor at KFA Private Wealth Group in Cranford, New Jersey, who holds the CFP credential. Nicholas focuses on equity compensation, tax planning and retirement planning. KFA Private Wealth Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Tech employees
Facts
| Firm | KFA Private Wealth Group |
|---|---|
| Based in | Cranford, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $830.0M across 3,279 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, PA · CRD 6151347 |
| Exams passed | Series 63 (2013) · Series 65 (2014) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.kfapwg.com |
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Questions about Nicholas
Is Nicholas Sullivan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and KFA Private Wealth Group 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, KFA Private Wealth Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nicholas Sullivan based?
Nicholas Sullivan is based in Cranford, New Jersey.
What does Nicholas specialize in?
Nicholas's specialties include equity compensation, tax planning, retirement planning, estate & legacy planning and small business owners. Nicholas works with high earners and tech employees.
What credentials does Nicholas Sullivan hold?
Nicholas Sullivan holds the CFP credential.
Is Nicholas Sullivan registered with the SEC?
Yes. Nicholas Sullivan is registered as an investment adviser representative in NJ and PA (CRD 6151347), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does KFA Private Wealth Group manage?
KFA Private Wealth Group reports $830.0M across 3,279 accounts in assets under management.
How do I contact Nicholas Sullivan?
Through Nicholas's website, www.kfapwg.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
- KFA Private Wealth Group 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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