Nick Covyeau
Swell Financial · Costa Mesa, California
Nick Covyeau is a fee-only financial advisor at Swell Financial in Costa Mesa, California, who holds the CFP credential. Nick focuses on retirement planning. Swell Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Swell Financial |
|---|---|
| Based in | Costa Mesa, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $27.9M across 42 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6395797 |
| Exams passed | Series 63 (2014) · Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | swellfinancialpartners.com |
| Profile |
How Nick's firm compares
- Swell Financial's average account is about $665,000, from its Form ADV (assets managed divided by 42 accounts).
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Questions about Nick
Is Nick Covyeau a fee-only financial advisor?
Yes. Nick Covyeau is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Nick's firm.
How does Nick charge for financial advice?
Nick's firm, Swell Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nick Covyeau based?
Nick Covyeau is based in Costa Mesa, California.
What does Nick specialize in?
Nick's specialties include retirement planning. Nick works with retirees.
What credentials does Nick Covyeau hold?
Nick Covyeau holds the CFP credential.
Is Nick Covyeau registered with the SEC?
Yes. Nick Covyeau is registered as an investment adviser representative in CA and TX (CRD 6395797), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How much does Swell Financial manage?
Swell Financial reports $27.9M across 42 accounts in assets under management.
How do I contact Nick Covyeau?
Through Nick's website, swellfinancialpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Swell Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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