Nicole Savage
Wild Iris Financial · St. Petersburg, Florida
Nicole Savage is a fee-only financial advisor at Wild Iris Financial in St. Petersburg, Florida, who holds the CFP credential. Wild Iris Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wild Iris Financial |
|---|---|
| Based in | St. Petersburg, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $5.3M across 12 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 5961815 |
| Exams passed | Series 63 (2011) · Series 65 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Nicole's firm compares
- Wild Iris Financial's average account is about $442,000, from its Form ADV (assets managed divided by 12 accounts).
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Questions about Nicole
Is Nicole Savage a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicole holds no broker registration, and Wild Iris Financial 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, Wild Iris Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nicole Savage based?
Nicole Savage is based in St. Petersburg, Florida.
What credentials does Nicole Savage hold?
Nicole Savage holds the CFP credential.
Is Nicole Savage registered with the SEC?
Yes. Nicole Savage is registered as an investment adviser representative in FL and TX (CRD 5961815), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wild Iris Financial manage?
Wild Iris Financial reports $5.3M across 12 accounts in assets under management.
How do I contact Nicole Savage?
Contact details aren't on file yet. Search for Wild Iris Financial.
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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