Nickolas Daniels
Trinity Wealth Solutions · Sterling Heights, Michigan
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.
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Facts
| Firm | Trinity Wealth Solutions |
|---|---|
| Based in | Sterling Heights, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $53.1M across 109 accounts |
| SEC registration | Investment adviser representative in MI · CRD 8261619 |
| Exams passed | Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | trinitywealth.investments |
How Nickolas's firm compares
- Trinity Wealth Solutions's average account is about $487,000, from its Form ADV (assets managed divided by 109 accounts).
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Questions about Nickolas
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.
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
- 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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