# Nicholas Wold

> Nicholas Wold is a fee-only financial advisor at Alitus Financial in Fircrest, Washington, who holds the PFS credential. Nicholas focuses on tax planning and estate & legacy planning. Alitus Financial reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Alitus Financial
- **Based in:** Fircrest, Washington
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $4.8M across 28 accounts
- **Credentials:** PFS
- **Specialties:** Tax planning, Estate & legacy planning
- **CRD:** 7235139 (https://adviserinfo.sec.gov/individual/summary/7235139)
- **SEC registration:** Investment adviser representative in WA
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://alitus-financial.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Alitus 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's firm, Alitus Financial, reports charging a percentage of assets on its SEC Form ADV.

### Where is Nicholas Wold based?

Nicholas Wold is based in Fircrest, Washington.

### What does Nicholas specialize in?

Nicholas's specialties include tax planning and estate & legacy planning.

### What credentials does Nicholas Wold hold?

Nicholas Wold holds the PFS credential.

### Is Nicholas Wold registered with the SEC?

Yes. Nicholas Wold is registered as an investment adviser representative in WA (CRD 7235139), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Alitus Financial manage?

Alitus Financial reports $4.8M across 28 accounts in assets under management.

### How do I contact Nicholas Wold?

Through Nicholas's website, alitus-financial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7235139): 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://alitus-financial.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.