Nisiar Smith
Courtside Wealth Partners · Blue Bell, Pennsylvania
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.
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Specialties
Who they serve
- Founders
Facts
| Firm | Courtside Wealth Partners |
|---|---|
| Based in | Blue Bell, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.7M across 6 accounts |
| SEC registration | Investment adviser representative in PA · CRD 7157886 |
| Exams passed | Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.courtsidewealth.com |
| Profile |
How Nisiar's firm compares
- Courtside Wealth Partners's average account is about $456,000, from its Form ADV (assets managed divided by 6 accounts).
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Questions about Nisiar
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.
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
- Courtside Wealth Partners 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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