# Nisiar Smith

> Nisiar Smith is a fee-only financial advisor at Courtside Wealth Partners in Blue Bell, Pennsylvania. Nisiar focuses on retirement planning, estate & legacy planning and tax planning. Courtside Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Courtside Wealth Partners
- **Based in:** Blue Bell, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $2.7M across 6 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners
- **Works with:** Founders
- **CRD:** 7157886 (https://adviserinfo.sec.gov/individual/summary/7157886)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 65 (2024)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.courtsidewealth.com/

## Frequently asked questions

### Is Nisiar Smith a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nisiar holds no broker registration, and Courtside Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Nisiar charge for financial advice?

Nisiar's firm, Courtside Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Nisiar Smith based?

Nisiar Smith is based in Blue Bell, Pennsylvania.

### What does Nisiar specialize in?

Nisiar's specialties include retirement planning, estate & legacy planning, tax planning and small business owners. Nisiar works with founders.

### Is Nisiar Smith registered with the SEC?

Yes. Nisiar Smith is registered as an investment adviser representative in PA (CRD 7157886), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Courtside Wealth Partners manage?

Courtside Wealth Partners reports $2.7M across 6 accounts in assets under management.

### How do I contact Nisiar Smith?

Through Nisiar's website, www.courtsidewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7157886): 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.courtsidewealth.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.