Nicole Heavern
Riverview Capital Advisers · Boston, Massachusetts
Nicole Heavern is a fee-only financial advisor at Riverview Capital Advisers in Boston, Massachusetts, who holds the CFP credential. Nicole focuses on family wealth transfer and small business owners. Riverview Capital Advisers reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Riverview Capital Advisers |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $624.1M across 590 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 6681375 |
| Exams passed | Series 63 (2016) · Series 65 (2020) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | riverviewcapital.com |
How Nicole's firm compares
- Riverview Capital Advisers's average account is about $1.1 million, from its Form ADV (assets managed divided by 590 accounts).
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Questions about Nicole
Is Nicole Heavern a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicole holds no broker registration, and Riverview Capital Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nicole charge for financial advice?
Nicole's firm, Riverview Capital Advisers, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nicole Heavern based?
Nicole Heavern is based in Boston, Massachusetts.
What does Nicole specialize in?
Nicole's specialties include family wealth transfer and small business owners. Nicole works with multi-generational families.
What credentials does Nicole Heavern hold?
Nicole Heavern holds the CFP credential.
Is Nicole Heavern registered with the SEC?
Yes. Nicole Heavern is registered as an investment adviser representative in MA (CRD 6681375), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Riverview Capital Advisers manage?
Riverview Capital Advisers reports $624.1M across 590 accounts in assets under management.
How do I contact Nicole Heavern?
Through Nicole's website, riverviewcapital.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
- Riverview Capital Advisers website : specialties, clients served, and fees, checked October 30, 2026
- 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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