Nicole Wirick
Prosperity Wealth Strategies · Bloomfield Hills, Michigan
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.
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Specialties
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 |
| Assets under management | $95.2M across 181 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, MI, TX · CRD 5394960 |
| Exams passed | Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | prosperityws.com |
| Profile |
How Nicole's firm compares
- Prosperity Wealth Strategies's average account is about $526,000, from its Form ADV (assets managed divided by 181 accounts).
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Questions about Nicole
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.
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
- Prosperity Wealth Strategies 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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