Nicholas Venezia
California Financial Advisors · San Ramon, California
Nicholas Venezia is a fee-only financial advisor at California Financial Advisors in San Ramon, California. Nicholas charges a percentage of assets and an ongoing planning fee (1.2% a year on the first tier of assets managed and a $100,000 asset minimum) and focuses on retirement planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | California Financial Advisors |
|---|---|
| Based in | San Ramon, California |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | 1.2% a year on the first tier of assets managed · A $100,000 asset minimum |
| Assets under management | $2.26B across 3,547 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 8054254 |
| Exams passed | Series 65 (2025) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.calfinad.com |
How Nicholas's firm compares
- California Financial Advisors's average account is about $638,000, from its Form ADV (assets managed divided by 3,547 accounts).
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Questions about Nicholas
Is Nicholas Venezia a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and California Financial Advisors 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 charges a percentage of assets and an ongoing planning fee.
How much does Nicholas charge?
According to California Financial Advisors's website, checked October 30, 2026: 1.2% a year on the first tier of assets managed; a $100,000 asset minimum.
Where is Nicholas Venezia based?
Nicholas Venezia is based in San Ramon, California.
What does Nicholas specialize in?
Nicholas's specialties include retirement planning. Nicholas works with retirees and pre-retirees.
Is Nicholas Venezia registered with the SEC?
Yes. Nicholas Venezia is registered as an investment adviser representative in CA and TX (CRD 8054254), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does California Financial Advisors manage?
California Financial Advisors reports $2.26B across 3,547 accounts in assets under management.
How do I contact Nicholas Venezia?
Through Nicholas's website, www.calfinad.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
- California Financial Advisors 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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