Nick Ziarek
Shakespeare Wealth Management, LLC · Pewaukee, Wisconsin
Nick Ziarek is a fee-only financial advisor at Shakespeare Wealth Management, LLC in Pewaukee, Wisconsin, who holds the CFA, CFP and BS credentials. Nick charges a percentage of assets (0.5%–1.5% a year of assets managed and a $1,000,000 asset minimum) and focuses on small business owners and family wealth transfer.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Shakespeare Wealth Management, LLC |
|---|---|
| Based in | Pewaukee, Wisconsin |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.5%–1.5% a year of assets managed · A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $641.9M across 1,871 accounts |
| Credentials | CFA · CFP · BS · ChFC · CIMA · CPWA · EA |
| SEC registration | Investment adviser representative in WI · CRD 4857560 |
| Exams passed | Series 63 (2004) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | shakespearewm.com/about-us/kevin-reardon-cfp |
| Profile |
How Nick's firm compares
- Shakespeare Wealth Management, LLC's average account is about $343,000, from its Form ADV (assets managed divided by 1,871 accounts).
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Questions about Nick
Is Nick Ziarek a fee-only financial advisor?
Yes. Nick Ziarek is listed in the NAPFA directory (NAPFA admits only fee-only advisors). 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 charges a percentage of assets.
How much does Nick charge?
According to Shakespeare Wealth Management, LLC's website, checked October 28, 2026: 0.5%–1.5% a year of assets managed; a $1,000,000 asset minimum.
Where is Nick Ziarek based?
Nick Ziarek is based in Pewaukee, Wisconsin.
What does Nick specialize in?
Nick's specialties include small business owners and family wealth transfer. Nick works with ultra high net worth.
What credentials does Nick Ziarek hold?
Nick Ziarek holds the CFA, CFP, BS, ChFC, CIMA, CPWA and EA credentials.
Is Nick Ziarek registered with the SEC?
Yes. Nick Ziarek is registered as an investment adviser representative in WI (CRD 4857560), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Shakespeare Wealth Management, LLC manage?
Shakespeare Wealth Management, LLC reports $641.9M across 1,871 accounts in assets under management.
How do I contact Nick Ziarek?
Through Nick's website, shakespearewm.com/about-us/kevin-reardon-cfp.
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
- Shakespeare Wealth Management, LLC 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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