Nicholas Winstead
Changing Parameters · Los Altos, California
Nicholas Winstead is a fee-only financial advisor at Changing Parameters in Los Altos, California. Changing Parameters reports charging a percentage of assets on its Form ADV.
Request an introduction to Nicholas →
Facts
| Firm | Changing Parameters |
|---|---|
| Based in | Los Altos, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $105.4M across 249 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7353567 |
| Exams passed | Series 65 (2022) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Profile |
How Nicholas's firm compares
- Changing Parameters's average account is about $423,000, from its Form ADV (assets managed divided by 249 accounts).
Request an introduction to Nicholas
Tell Nicholas a little about what you're looking for. Nicholas isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Nicholas
Is Nicholas Winstead a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Changing Parameters 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, Changing Parameters, reports charging a percentage of assets on its SEC Form ADV.
Where is Nicholas Winstead based?
Nicholas Winstead is based in Los Altos, California.
Is Nicholas Winstead registered with the SEC?
Yes. Nicholas Winstead is registered as an investment adviser representative in CA (CRD 7353567), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Changing Parameters manage?
Changing Parameters reports $105.4M across 249 accounts in assets under management.
How do I contact Nicholas Winstead?
Contact details aren't on file yet. Search for Changing Parameters.
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
- 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.
See something wrong? Request a correction. Read our methodology.