Nicole Offerman
RTD Financial Advisors · Philadelphia, Pennsylvania
Nicole Offerman is a fee-only financial advisor at RTD Financial Advisors in Philadelphia, Pennsylvania. RTD Financial Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | RTD Financial Advisors |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.72B across 3,093 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 5050780 |
| Exams passed | Series 66 (2006) |
| Firm size | 39 employees |
| Disclosures | None reported |
| Website | www.rtdfinancial.com |
How Nicole's firm compares
- RTD Financial Advisors's average account is about $881,000, from its Form ADV (assets managed divided by 3,093 accounts).
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Questions about Nicole
Is Nicole Offerman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicole holds no broker registration, and RTD Financial Advisors 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, RTD Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Nicole Offerman based?
Nicole Offerman is based in Philadelphia, Pennsylvania.
Is Nicole Offerman registered with the SEC?
Yes. Nicole Offerman is registered as an investment adviser representative in NJ (CRD 5050780), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RTD Financial Advisors manage?
RTD Financial Advisors reports $2.72B across 3,093 accounts in assets under management.
How do I contact Nicole Offerman?
Through Nicole's website, www.rtdfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Philadelphia
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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