Valerie Nichols
Smith & Howard Wealth Management · Atlanta, Georgia
Valerie Nichols is a fee-only financial advisor at Smith & Howard Wealth Management in Atlanta, Georgia, who holds the CFA credential. Smith & Howard Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Smith & Howard Wealth Management |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $726.9M across 750 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA · CRD 6653679 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.smithhowardwealth.com |
How Valerie's firm compares
- Smith & Howard Wealth Management's average account is about $969,000, from its Form ADV (assets managed divided by 750 accounts).
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Questions about Valerie
Is Valerie Nichols a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Valerie holds no broker registration, and Smith & Howard Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Valerie charge for financial advice?
Valerie's firm, Smith & Howard Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Valerie Nichols based?
Valerie Nichols is based in Atlanta, Georgia.
What credentials does Valerie Nichols hold?
Valerie Nichols holds the CFA credential.
Is Valerie Nichols registered with the SEC?
Yes. Valerie Nichols is registered as an investment adviser representative in GA (CRD 6653679), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Smith & Howard Wealth Management manage?
Smith & Howard Wealth Management reports $726.9M across 750 accounts in assets under management.
How do I contact Valerie Nichols?
Through Valerie's website, www.smithhowardwealth.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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