# Nicole Wirick

> Nicole Wirick is a fee-only financial advisor at Prosperity Wealth Strategies in Bloomfield Hills, Michigan, who holds the CFP credential. Nicole focuses on estate & legacy planning and tax planning. Prosperity Wealth Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/nicole-wirick/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Prosperity Wealth Strategies
- **Based in:** Bloomfield Hills, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** typically works with clients with $2,000,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $95.2M across 181 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Tax planning
- **CRD:** 5394960 (https://adviserinfo.sec.gov/individual/summary/5394960)
- **SEC registration:** Investment adviser representative in FL, MI, TX
- **Exams passed:** Series 66 (2007)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://prosperityws.com

## Frequently asked questions

### Is Nicole Wirick a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nicole holds no broker registration, and Prosperity Wealth Strategies 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, Prosperity Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Nicole charge?

According to Prosperity Wealth Strategies's website, checked October 30, 2026: typically works with clients with $2,000,000 or more.

### Where is Nicole Wirick based?

Nicole Wirick is based in Bloomfield Hills, Michigan.

### What does Nicole specialize in?

Nicole's specialties include estate & legacy planning and tax planning.

### What credentials does Nicole Wirick hold?

Nicole Wirick holds the CFP credential.

### Is Nicole Wirick registered with the SEC?

Yes. Nicole Wirick is registered as an investment adviser representative in FL, MI and TX (CRD 5394960), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Prosperity Wealth Strategies manage?

Prosperity Wealth Strategies reports $95.2M across 181 accounts in assets under management.

### How do I contact Nicole Wirick?

Through Nicole's website, prosperityws.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5394960): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.prosperityws.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.