Nick Splinter
StackStone Wealth · Dubuque, Iowa
Nick Splinter is a fee-only financial advisor at StackStone Wealth in Dubuque, Iowa. Nick focuses on tax planning and estate & legacy planning. StackStone Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | StackStone Wealth |
|---|---|
| Based in | Dubuque, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.49B across 7,944 accounts |
| SEC registration | Investment adviser representative in IA · CRD 7910406 |
| Exams passed | Series 66 (2025) |
| Firm size | 27 employees |
| Disclosures | None reported |
| Website | stackstone-wealth.com |
How Nick's firm compares
- StackStone Wealth's average account is about $188,000, from its Form ADV (assets managed divided by 7,944 accounts).
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Questions about Nick
Is Nick Splinter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nick holds no broker registration, and StackStone Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nick charge for financial advice?
Nick's firm, StackStone Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Does Nick work with clients virtually?
Yes. StackStone Wealth says on its website that it works with clients remotely.
Where is Nick Splinter based?
Nick Splinter is based in Dubuque, Iowa.
What does Nick specialize in?
Nick's specialties include tax planning and estate & legacy planning.
Is Nick Splinter registered with the SEC?
Yes. Nick Splinter is registered as an investment adviser representative in IA (CRD 7910406), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does StackStone Wealth manage?
StackStone Wealth reports $1.49B across 7,944 accounts in assets under management.
How do I contact Nick Splinter?
Through Nick's website, stackstone-wealth.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
- StackStone Wealth 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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