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They include 123 individual clients and 82 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 2 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Nicholson Wealth Management Group offer?","answer":"Nicholson Wealth Management Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, education planning, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Nicholson Wealth Management Group charge?","answer":"Nicholson Wealth Management Group charges 0.75%–1.50% a year for its Investment Management Services. The fee is billed in advance and is negotiable.","source":"NICHOLSON WEALTH MANAGEMENT GROUP ADV PART 2A, filed 2 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Nicholson Wealth Management Group use?","answer":"Nicholson Wealth Management Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $293M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Nicholson Wealth Management Group have?","answer":"Nicholson Wealth Management Group has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Nicholson Wealth Management Group invest in?","answer":"At the end of its last fiscal year, Nicholson Wealth Management Group’s separately managed accounts held 50% exchange-traded equities, 20% investment grade corporate bonds, 12% registered funds (mutual funds, ETFs, BDCs), 8% other, 6% cash and equivalents and 4% U.S. government and agency bonds. The 8% other category is described as: Advisory Variable Annuities, Limited Partnerships, Reits.  Also Includes U.S. State and Local Bonds, Sovereign Bonds, Non Exchange-Traded Equity and Pooled Investment Other Than Ic Or BDC (All Less Than 1%).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Nicholson Wealth Management Group?","answer":"Nicholson Wealth Management Group’s direct owner is Joseph Nicholson (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 2 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Nicholson Wealth Management Group get paid?","answer":"Nicholson Wealth Management Group is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Nicholson Wealth Management Group registered with the SEC?","answer":"Yes, Nicholson Wealth Management Group has been registered with the SEC as an investment adviser since 16 August 2023. Its CRD number is 327001 and its SEC file number is 801-128554.","source":"Form ADV Part 1A, Item 1, filed 2 June 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Nicholson Wealth Management Group?","answer":"Nicholson Wealth Management Group’s main office is at 8 N. Adgers Wharf, Charleston, SC 29401. Its phone number is 843-790-2625. 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