# Nicholas Trotter

> Nicholas Trotter is a fee-only financial advisor at Solidarity Wealth in Lehi, Utah, who holds the CFP credential. Nicholas focuses on founders (pre-exit), tax planning and estate & legacy planning. Solidarity Wealth reports charging a percentage of assets, a subscription and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/nicholas-trotter/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Solidarity Wealth
- **Based in:** Lehi, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Subscription; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $704.2M across 1,019 accounts
- **Credentials:** CFP
- **Specialties:** Founders (pre-exit), Tax planning, Estate & legacy planning, Family wealth transfer
- **Works with:** Founders, Executives, HENRY (High Earners, Not Rich Yet), Ultra high net worth, Multi-generational families
- **CRD:** 7404135 (https://adviserinfo.sec.gov/individual/summary/7404135)
- **SEC registration:** Investment adviser representative in UT
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://www.solidaritywealth.com

## Frequently asked questions

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

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

### Where is Nicholas Trotter based?

Nicholas Trotter is based in Lehi, Utah.

### What does Nicholas specialize in?

Nicholas's specialties include founders (pre-exit), tax planning, estate & legacy planning and family wealth transfer. Nicholas works with founders, executives, HENRY (High Earners, Not Rich Yet), ultra high net worth and multi-generational families.

### What credentials does Nicholas Trotter hold?

Nicholas Trotter holds the CFP credential.

### Is Nicholas Trotter registered with the SEC?

Yes. Nicholas Trotter is registered as an investment adviser representative in UT (CRD 7404135), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Solidarity Wealth manage?

Solidarity Wealth reports $704.2M across 1,019 accounts in assets under management.

### How do I contact Nicholas Trotter?

Through Nicholas's website, www.solidaritywealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7404135): 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
- The firm's website (https://solidaritywealth.com/): specialties, clients served, and fees, checked October 30, 2026

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