Nick Fazio
Chattahoochee Wealth · Cumming, Georgia
Nick Fazio is a fee-only financial advisor at Chattahoochee Wealth in Cumming, Georgia, who holds the CFP, CPA and CFA credentials.
- $9M
- Firm assets managed
- $470,000
- Firm's average account
What Nick focuses on
Who Nick works with
- Pre-retirees
- High earners
How does Nick's firm compare?
-
Chattahoochee Wealth's average account is about $470,000, from its Form ADV (assets managed divided by 19 accounts).
Questions about Nick
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Chattahoochee Wealth |
|---|---|
| Based in | Cumming, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $8.9M across 19 accounts |
| Credentials | CFP · CPA · CFA |
| Firm size | 1 employee |
| Website | chattahoocheewealth.com |
| Profile |
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Other fee-only advisors in Cumming
Other advisors in Georgia who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Chattahoochee Wealth 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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