# Nickolas Daniels

> Nickolas Daniels is a fee-only financial advisor at Trinity Wealth Solutions in Sterling Heights, Michigan. Trinity Wealth Solutions reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/nickolas-daniels/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Trinity Wealth Solutions
- **Based in:** Sterling Heights, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $53.1M across 109 accounts
- **CRD:** 8261619 (https://adviserinfo.sec.gov/individual/summary/8261619)
- **SEC registration:** Investment adviser representative in MI
- **Exams passed:** Series 65 (2026)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://trinitywealth.investments

## Frequently asked questions

### Is Nickolas Daniels a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nickolas holds no broker registration, and Trinity Wealth Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Nickolas charge for financial advice?

Nickolas's firm, Trinity Wealth Solutions, reports charging a percentage of assets on its SEC Form ADV.

### Where is Nickolas Daniels based?

Nickolas Daniels is based in Sterling Heights, Michigan.

### Is Nickolas Daniels registered with the SEC?

Yes. Nickolas Daniels is registered as an investment adviser representative in MI (CRD 8261619), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Trinity Wealth Solutions manage?

Trinity Wealth Solutions reports $53.1M across 109 accounts in assets under management.

### How do I contact Nickolas Daniels?

Through Nickolas's website, trinitywealth.investments.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8261619): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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