Nickolas Simoneau
Irontree Advisors · Clifton, Illinois
Nickolas Simoneau is a fee-only financial advisor at Irontree Advisors in Clifton, Illinois. Irontree Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Irontree Advisors |
|---|---|
| Based in | Clifton, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $13.5M across 24 accounts |
| SEC registration | Investment adviser representative in IL · CRD 5808964 |
| Exams passed | Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | irontreeindex.com |
| Profile |
How Nickolas's firm compares
- Irontree Advisors's average account is about $563,000, from its Form ADV (assets managed divided by 24 accounts).
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Questions about Nickolas
Is Nickolas Simoneau a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nickolas holds no broker registration, and Irontree Advisors 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, Irontree Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Nickolas Simoneau based?
Nickolas Simoneau is based in Clifton, Illinois.
Is Nickolas Simoneau registered with the SEC?
Yes. Nickolas Simoneau is registered as an investment adviser representative in IL (CRD 5808964), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Irontree Advisors manage?
Irontree Advisors reports $13.5M across 24 accounts in assets under management.
How do I contact Nickolas Simoneau?
Through Nickolas's website, irontreeindex.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
- 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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