# Nickolaus von Dohlen

> Nickolaus von Dohlen is a fee-only financial advisor at Crossgate Wealth Advisors in Newtown, Pennsylvania, who holds the CFP credential. Crossgate Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Crossgate Wealth Advisors
- **Based in:** Newtown, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $271.9M across 758 accounts
- **Credentials:** CFP
- **CRD:** 7006364 (https://adviserinfo.sec.gov/individual/summary/7006364)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 65 (2018)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.crossadvisors.com

## Frequently asked questions

### Is Nickolaus von Dohlen a fee-only financial advisor?

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

### How does Nickolaus charge for financial advice?

Nickolaus's firm, Crossgate Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Nickolaus von Dohlen based?

Nickolaus von Dohlen is based in Newtown, Pennsylvania.

### What credentials does Nickolaus von Dohlen hold?

Nickolaus von Dohlen holds the CFP credential.

### Is Nickolaus von Dohlen registered with the SEC?

Yes. Nickolaus von Dohlen is registered as an investment adviser representative in PA (CRD 7006364), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Crossgate Wealth Advisors manage?

Crossgate Wealth Advisors reports $271.9M across 758 accounts in assets under management.

### How do I contact Nickolaus von Dohlen?

Through Nickolaus's website, www.crossadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7006364): 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.