Nickolaus von Dohlen
Crossgate Wealth Advisors · Newtown, Pennsylvania
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.
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Facts
| Firm | Crossgate Wealth Advisors |
|---|---|
| Based in | Newtown, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $271.9M across 758 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 7006364 |
| Exams passed | Series 65 (2018) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.crossadvisors.com |
How Nickolaus's firm compares
- Crossgate Wealth Advisors's average account is about $359,000, from its Form ADV (assets managed divided by 758 accounts).
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Questions about Nickolaus
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.
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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