Nicholas Wold
Alitus Financial · Fircrest, Washington
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.
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Specialties
Facts
| Firm | Alitus Financial |
|---|---|
| Based in | Fircrest, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $4.8M across 28 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in WA · CRD 7235139 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | alitus-financial.com |
How Nicholas's firm compares
- Alitus Financial's average account is about $173,000, from its Form ADV (assets managed divided by 28 accounts).
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Questions about Nicholas
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.
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
- Alitus 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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