David Nicholas
Nicholas Wealth Management
President and Founder
Nicholas Wealth Management
Overview
David Nicholas is the President and Founder of Nicholas Wealth Management, a leading financial advisory firm based in Atlanta, Georgia. A graduate of Kennesaw State University with a business administration degree in finance and economics, David also holds a master's degree in financial planning from the University of Georgia and a certificate in adaptive leadership from Georgia State University. David is a weekly guest on Fox Business with Stuart Varney and Charles Payne, and hosts "Retire Ready" on 95.5 FM WSB in Atlanta. His TV show airs Saturdays on Fox at 9:00 AM and Sundays on CBS at 11:30 AM in Atlanta. Atlanta Magazine has named David one of Atlanta's 500 most powerful leaders for four consecutive years (2020-2024). His expertise and insights have been featured on Fox Business, CNBC, CNN, and Fox News. David's approach to financial planning focuses on helping clients navigate retirement with confidence, ensuring their investments align with their long-term goals and values.
Experience
15 yrs
AUM
$414M
Minimum
$250K
Fee Type
Fee-Based
Specialties
Life Events Served
Certifications & Licenses
Regulatory Information
CRD Number
4587421
Disclosures
Clean Record
No complaints, regulatory actions, or disclosures found
Fee Structure
Assets Under Management (AUM) Fee
Account minimum: $250K (negotiable)
Comprehensive Financial Plan
$5Kone-time
Work History
Nicholas Wealth ManagementCurrent
Managing Director / Financial Advisor
Morgan Stanley
Senior Financial Advisor
Other Business Activities
This advisor is also engaged in the following business activities:
insurance agent
Licensed to sell life insurance and annuities
Compensation: Commissions
Office Locations
Nicholas Wealth Management - Marietta
Primary218 Roswell St NE, Suite 200
Marietta, GA 30060
Nicholas Wealth Management - Alpharetta
11520 Davis Dr, Suite 100
Alpharetta, GA 30009
Key Team Members
David Nicholas
President and Founder
Aaron Jones, CPA
Financial Planner
Bailey Woods
Financial Advisor
Media
Reviews
Leave a ReviewDavid and his team at Nicholas Wealth have been instrumental in helping us plan for retirement. His expertise in tax-efficient withdrawal strategies has saved us significantly. Highly recommend for anyone serious about their financial future.
After watching David on Fox Business, we decided to schedule a consultation. Best decision we ever made. He took the time to understand our goals and created a comprehensive plan that gave us peace of mind.
Request a Quote
Connect with Nicholas Wealth Management for your financial planning needs.
Key Team Members
David Nicholas
President and Founder
Aaron Jones, CPA
Financial Planner
Bailey Woods
Financial Advisor
Office Locations
Nicholas Wealth Management - Marietta
Primary218 Roswell St NE, Suite 200
Marietta, GA 30060
Nicholas Wealth Management - Alpharetta
11520 Davis Dr, Suite 100
Alpharetta, GA 30009
Reviews
Leave a ReviewDavid and his team at Nicholas Wealth have been instrumental in helping us plan for retirement. His expertise in tax-efficient withdrawal strategies has saved us significantly. Highly recommend for anyone serious about their financial future.
After watching David on Fox Business, we decided to schedule a consultation. Best decision we ever made. He took the time to understand our goals and created a comprehensive plan that gave us peace of mind.