Nicolas Moise
Zenith Wealth Advisors · Scottsdale, Arizona
Nicolas Moise is a fee-only financial advisor at Zenith Wealth Advisors in Scottsdale, Arizona. Zenith Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Zenith Wealth Advisors |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $328.3M across 314 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 7529082 |
| Exams passed | Series 63 (2022) · Series 65 (2024) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.zenithwealthadvisors.com |
How Nicolas's firm compares
- Zenith Wealth Advisors's average account is about $1.0 million, from its Form ADV (assets managed divided by 314 accounts).
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Questions about Nicolas
Is Nicolas Moise a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicolas holds no broker registration, and Zenith Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nicolas charge for financial advice?
Nicolas's firm, Zenith Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nicolas Moise based?
Nicolas Moise is based in Scottsdale, Arizona.
Is Nicolas Moise registered with the SEC?
Yes. Nicolas Moise is registered as an investment adviser representative in AZ (CRD 7529082), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Zenith Wealth Advisors manage?
Zenith Wealth Advisors reports $328.3M across 314 accounts in assets under management.
How do I contact Nicolas Moise?
Through Nicolas's website, www.zenithwealthadvisors.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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