# Nicholas Vantrease

> Nicholas Vantrease is a fee-only financial advisor at Provident Wealth in Knoxville, Tennessee, who holds the CFP credential. Nicholas focuses on retirement planning and small business owners. Provident Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Provident Wealth
- **Based in:** Knoxville, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $98.5M across 293 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Small business owners
- **Works with:** Founders, Physicians, Executives, Tech employees, Divorced individuals
- **CRD:** 6810853 (https://adviserinfo.sec.gov/individual/summary/6810853)
- **SEC registration:** Investment adviser representative in TN
- **Exams passed:** Series 65 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.myprovidentwealth.com/

## Frequently asked questions

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

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

### Does Nicholas work with clients virtually?

Yes. Provident Wealth says on its website that it works with clients remotely.

### Where is Nicholas Vantrease based?

Nicholas Vantrease is based in Knoxville, Tennessee.

### What does Nicholas specialize in?

Nicholas's specialties include retirement planning and small business owners. Nicholas works with founders, physicians, executives, tech employees and divorced individuals.

### What credentials does Nicholas Vantrease hold?

Nicholas Vantrease holds the CFP credential.

### Is Nicholas Vantrease registered with the SEC?

Yes. Nicholas Vantrease is registered as an investment adviser representative in TN (CRD 6810853), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Provident Wealth manage?

Provident Wealth reports $98.5M across 293 accounts in assets under management.

### How do I contact Nicholas Vantrease?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6810853): 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://myprovidentwealth.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.