Nicholas Vantrease
Provident Wealth · Knoxville, Tennessee
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.
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Specialties
Who they serve
- Founders
- Physicians
- Executives
- Tech employees
- Divorced individuals
Facts
| Firm | Provident Wealth |
|---|---|
| Based in | Knoxville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Assets under management | $98.5M across 293 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN · CRD 6810853 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.myprovidentwealth.com |
| Profile |
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Questions about Nicholas
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.
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
- Provident 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.
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