Nicole Carson
2nd Story Wealth · Plymouth Meeting, Pennsylvania
Nicole Carson is a fee-only financial advisor at 2nd Story Wealth in Plymouth Meeting, Pennsylvania, who holds the CFP and MBA credentials. 2nd Story Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | 2nd Story Wealth |
|---|---|
| Based in | Plymouth Meeting, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $5.5M across 70 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in MD, PA, TX · CRD 4271088 |
| Exams passed | Series 63 (2004) · Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | 2ndstorywealth.com |
| Profile |
How Nicole's firm compares
- 2nd Story Wealth's average account is about $78,000, from its Form ADV (assets managed divided by 70 accounts).
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Questions about Nicole
Is Nicole Carson a fee-only financial advisor?
Yes. Nicole Carson is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Nicole's firm.
How does Nicole charge for financial advice?
Nicole's firm, 2nd Story Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nicole Carson based?
Nicole Carson is based in Plymouth Meeting, Pennsylvania.
What credentials does Nicole Carson hold?
Nicole Carson holds the CFP and MBA credentials.
Is Nicole Carson registered with the SEC?
Yes. Nicole Carson is registered as an investment adviser representative in MD, PA and TX (CRD 4271088), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does 2nd Story Wealth manage?
2nd Story Wealth reports $5.5M across 70 accounts in assets under management.
How do I contact Nicole Carson?
Through Nicole's website, 2ndstorywealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- 2nd Story Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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