Thomas Caffrey
Donald W. Nicholson & Associates · Wilmington, Delaware
Thomas Caffrey is a fee-only financial advisor at Donald W. Nicholson & Associates in Wilmington, Delaware. Donald W. Nicholson & Associates reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Donald W. Nicholson & Associates |
|---|---|
| Based in | Wilmington, Delaware |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $171.2M across 354 accounts |
| SEC registration | Investment adviser representative in DE, PA · CRD 5866720 |
| Exams passed | Series 63 (2016) · Series 65 (2021) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.nicholson-associates.com |
| Profile |
How Thomas's firm compares
- Donald W. Nicholson & Associates's average account is about $484,000, from its Form ADV (assets managed divided by 354 accounts).
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Questions about Thomas
Is Thomas Caffrey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Donald W. Nicholson & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Donald W. Nicholson & Associates, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Thomas Caffrey based?
Thomas Caffrey is based in Wilmington, Delaware.
Is Thomas Caffrey registered with the SEC?
Yes. Thomas Caffrey is registered as an investment adviser representative in DE and PA (CRD 5866720), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Donald W. Nicholson & Associates manage?
Donald W. Nicholson & Associates reports $171.2M across 354 accounts in assets under management.
How do I contact Thomas Caffrey?
Through Thomas's website, www.nicholson-associates.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
- 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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