Nikki Dunn
Clarified Wealth Advisory · Houston, Texas
Nikki Dunn is a fee-only financial advisor at Clarified Wealth Advisory in Houston, Texas, who holds the CFP credential. Clarified Wealth Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Clarified Wealth Advisory |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $6.7M across 6 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 7839726 |
| Firm size | 1 employee |
| Disclosures | None reported |
How Nikki's firm compares
- Clarified Wealth Advisory's average account is about $1.1 million, from its Form ADV (assets managed divided by 6 accounts).
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Questions about Nikki
Is Nikki Dunn a fee-only financial advisor?
Yes. Nikki Dunn is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Nikki's firm.
How does Nikki charge for financial advice?
Nikki's firm, Clarified Wealth Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nikki Dunn based?
Nikki Dunn is based in Houston, Texas.
What credentials does Nikki Dunn hold?
Nikki Dunn holds the CFP credential.
Is Nikki Dunn registered with the SEC?
Yes. Nikki Dunn is registered as an investment adviser representative in TX (CRD 7839726), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Clarified Wealth Advisory manage?
Clarified Wealth Advisory reports $6.7M across 6 accounts in assets under management.
How do I contact Nikki Dunn?
Contact details aren't on file yet. Search for Clarified Wealth Advisory.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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