Tracy Nixon
Tekmen Wells Investments · New York, New York
Tracy Nixon is a fee-only financial advisor at Tekmen Wells Investments in New York, New York. Tekmen Wells Investments reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Ultra high net worth
Facts
| Firm | Tekmen Wells Investments |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $92.4M across 66 accounts |
| SEC registration | Investment adviser representative in NY · CRD 2012775 |
| Exams passed | Series 63 (1990) · Series 65 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.tekmenwells.com |
| Profile |
How Tracy's firm compares
- Tekmen Wells Investments's average account is about $1.4 million, from its Form ADV (assets managed divided by 66 accounts).
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Questions about Tracy
Is Tracy Nixon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tracy holds no broker registration, and Tekmen Wells Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tracy charge for financial advice?
Tracy's firm, Tekmen Wells Investments, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tracy Nixon based?
Tracy Nixon is based in New York, New York.
Is Tracy Nixon registered with the SEC?
Yes. Tracy Nixon is registered as an investment adviser representative in NY (CRD 2012775), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tekmen Wells Investments manage?
Tekmen Wells Investments reports $92.4M across 66 accounts in assets under management.
How do I contact Tracy Nixon?
Through Tracy's website, www.tekmenwells.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
- Tekmen Wells Investments 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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