Nicholas Weisert
46° North Financial · Denver, Colorado
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.
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Specialties
Who they serve
- Executives
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 |
| Assets under management | $60.4M across 244 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 5006159 |
| Exams passed | Series 63 (2011) · Series 65 (2011) · Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.46northfinancial.com |
| Profile |
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Questions about Nicholas
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.
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
- 46° North Financial 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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