# Nicholas Weisert

> Nicholas Weisert is a fee-only financial advisor at 46° North Financial in Denver, Colorado, who holds the CFP credential. Nicholas charges a percentage of assets and a one-time planning fee (one-time plans from $3,500 and 1% a year on the first tier of assets managed) and focuses on equity compensation, tax planning and small business owners.

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

## Facts

- **Firm:** 46° North Financial
- **Based in:** Denver, Colorado
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** one-time plans from $3,500; 1% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $60.4M across 244 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Tax planning, Small business owners
- **Works with:** Executives
- **CRD:** 5006159 (https://adviserinfo.sec.gov/individual/summary/5006159)
- **SEC registration:** Investment adviser representative in CO, TX
- **Exams passed:** Series 63 (2011), Series 65 (2011), Series 66 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.46northfinancial.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and 46° North Financial 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 a one-time planning fee.

### How much does Nicholas charge?

According to 46° North Financial's website, checked October 30, 2026: one-time plans from $3,500; 1% a year on the first tier of assets managed.

### Where is Nicholas Weisert based?

Nicholas Weisert is based in Denver, Colorado.

### What does Nicholas specialize in?

Nicholas's specialties include equity compensation, tax planning and small business owners. Nicholas works with executives.

### What credentials does Nicholas Weisert hold?

Nicholas Weisert holds the CFP credential.

### Is Nicholas Weisert registered with the SEC?

Yes. Nicholas Weisert is registered as an investment adviser representative in CO and TX (CRD 5006159), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does 46° North Financial manage?

46° North Financial reports $60.4M across 244 accounts in assets under management.

### How do I contact Nicholas Weisert?

Through Nicholas's website, www.46northfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5006159): 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://www.46northfinancial.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.