# Nick Fazio

> Nick Fazio is a fee-only financial advisor at Chattahoochee Wealth in Cumming, Georgia, who holds the CFP, CPA and CFA credentials. Nick focuses on retirement planning, tax planning and estate & legacy planning. Chattahoochee Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/nick-fazio/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Chattahoochee Wealth
- **Based in:** Cumming, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $8.9M across 19 accounts
- **Credentials:** CFP, CPA, CFA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees, High earners
- **Firm size:** 1 employee
- **Website:** http://chattahoocheewealth.com

## Frequently asked questions

### Is Nick Fazio a fee-only financial advisor?

Yes. Nick Fazio is listed in the XY Planning Network directory (XYPN members are fee-only).

### How does Nick Fazio charge for financial advice?

Nick's firm, Chattahoochee Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Does Nick Fazio work with clients virtually?

Yes. Chattahoochee Wealth says on its website that it works with clients remotely.

### Where is Nick Fazio based?

Nick Fazio is based in Cumming, Georgia.

### What does Nick Fazio specialize in?

Nick Fazio's specialties include retirement planning, tax planning and estate & legacy planning. Nick works with pre-retirees and high earners.

### What credentials does Nick Fazio hold?

Nick Fazio holds the CFP, CPA and CFA credentials.

### How much does Chattahoochee Wealth manage?

Chattahoochee Wealth reports $8.9M across 19 accounts in assets under management.

### How do I contact Nick Fazio?

Through Nick Fazio's website, chattahoocheewealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/nick-fazio-35293): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.chattahoocheewealth.com/): specialties, clients served, and fees, checked October 28, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.