Nicholas Swanson
MCM Wealth · Arvada, Colorado
Nicholas Swanson is a fee-only financial advisor at MCM Wealth in Arvada, Colorado. Nicholas focuses on tax planning. MCM Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Nicholas →
Specialties
Who they serve
- Executives
- Founders
Facts
| Firm | MCM Wealth |
|---|---|
| Based in | Arvada, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $170.8M across 392 accounts |
| SEC registration | Investment adviser representative in CA, CO · CRD 6500770 |
| Exams passed | Series 63 (2018) · Series 65 (2020) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.mcmwealth.com |
How Nicholas's firm compares
- MCM Wealth's average account is about $436,000, from its Form ADV (assets managed divided by 392 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 Swanson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and MCM Wealth 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, MCM Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nicholas Swanson based?
Nicholas Swanson is based in Arvada, Colorado.
What does Nicholas specialize in?
Nicholas's specialties include tax planning. Nicholas works with executives and founders.
Is Nicholas Swanson registered with the SEC?
Yes. Nicholas Swanson is registered as an investment adviser representative in CA and CO (CRD 6500770), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MCM Wealth manage?
MCM Wealth reports $170.8M across 392 accounts in assets under management.
How do I contact Nicholas Swanson?
Through Nicholas's website, www.mcmwealth.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
- MCM Wealth 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.