Wallace Nichols
Asset Guidance Group · Roswell, Georgia
Wallace Nichols is a fee-only financial advisor at Asset Guidance Group in Roswell, Georgia, who holds the CFP credential. Asset Guidance Group reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its Form ADV.
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Facts
| Firm | Asset Guidance Group |
|---|---|
| Based in | Roswell, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Subscription · Fixed fees |
| Assets under management | $17M across 35 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, TX · CRD 5988582 |
| Exams passed | Series 66 (2011) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | assetguidancegroup.substack.com/s/pulsesignal-weekly |
| Profile |
How Wallace's firm compares
- Asset Guidance Group's average account is about $486,000, from its Form ADV (assets managed divided by 35 accounts).
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Questions about Wallace
Is Wallace Nichols a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wallace holds no broker registration, and Asset Guidance Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Wallace charge for financial advice?
Wallace's firm, Asset Guidance Group, reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its SEC Form ADV.
Where is Wallace Nichols based?
Wallace Nichols is based in Roswell, Georgia.
What credentials does Wallace Nichols hold?
Wallace Nichols holds the CFP credential.
Is Wallace Nichols registered with the SEC?
Yes. Wallace Nichols is registered as an investment adviser representative in GA and TX (CRD 5988582), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Asset Guidance Group manage?
Asset Guidance Group reports $17M across 35 accounts in assets under management.
How do I contact Wallace Nichols?
Through Wallace's website, assetguidancegroup.substack.com/s/pulsesignal-weekly.
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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