Nicole Wasiakowski
Brightside Wealth Planning · Center Valley, Pennsylvania
Nicole Wasiakowski is a fee-only financial advisor at Brightside Wealth Planning in Center Valley, Pennsylvania. Nicole focuses on retirement planning, pension planning and small business owners. Brightside Wealth Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Brightside Wealth Planning |
|---|---|
| Based in | Center Valley, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $84.0M across 324 accounts |
| SEC registration | Investment adviser representative in NJ, PA · CRD 4767591 |
| Exams passed | Series 66 (2004) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | brightsidewealthplanning.com |
| Profile |
How Nicole's firm compares
- Brightside Wealth Planning's average account is about $259,000, from its Form ADV (assets managed divided by 324 accounts).
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Questions about Nicole
Is Nicole Wasiakowski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicole holds no broker registration, and Brightside Wealth Planning 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, Brightside Wealth Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Nicole Wasiakowski based?
Nicole Wasiakowski is based in Center Valley, Pennsylvania.
What does Nicole specialize in?
Nicole's specialties include retirement planning, pension planning and small business owners. Nicole works with pre-retirees and retirees.
Is Nicole Wasiakowski registered with the SEC?
Yes. Nicole Wasiakowski is registered as an investment adviser representative in NJ and PA (CRD 4767591), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brightside Wealth Planning manage?
Brightside Wealth Planning reports $84.0M across 324 accounts in assets under management.
How do I contact Nicole Wasiakowski?
Through Nicole's website, brightsidewealthplanning.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
- Brightside Wealth Planning 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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