# Nicholas Troiani

> Nicholas Troiani is a fee-only financial advisor at Purposepath Capital in O'Fallon, Missouri, who holds the CFA credential. Purposepath Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/nicholas-troiani/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Purposepath Capital
- **Based in:** O'Fallon, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $63.0M across 360 accounts
- **Credentials:** CFA
- **CRD:** 5631966 (https://adviserinfo.sec.gov/individual/summary/5631966)
- **SEC registration:** Investment adviser representative in MO
- **Exams passed:** Series 63 (2010), Series 66 (2022)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://podcasts.apple.com/us/podcast/retirement-salsa-spicing-up-your-financial-future/id1842853735

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Purposepath Capital 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, Purposepath Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Nicholas Troiani based?

Nicholas Troiani is based in O'Fallon, Missouri.

### What credentials does Nicholas Troiani hold?

Nicholas Troiani holds the CFA credential.

### Is Nicholas Troiani registered with the SEC?

Yes. Nicholas Troiani is registered as an investment adviser representative in MO (CRD 5631966), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Purposepath Capital manage?

Purposepath Capital reports $63.0M across 360 accounts in assets under management.

### How do I contact Nicholas Troiani?

Through Nicholas's website, podcasts.apple.com/us/podcast/retirement-salsa-spicing-up-your-financial-future/id1842853735.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5631966): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.