Nicholas Chason
Advisor at Proper Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Proper Wealth
Location
Tallahassee, FL 32308
Credentials
Series 66
Industry experience
12 years
About
Nicholas Chason is a financial advisor with Proper Wealth in Tallahassee, FL, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at LPL Financial, MML Investors Services, MassMutual, Park Avenue Securities, and Guardian Life Insurance. Proper Wealth is a SEC-registered advisory firm that serves individuals, trusts, estates, businesses, and retirement plans, managing approximately $132 million across three advisors. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, focusing on customized, primarily long-term portfolios that emphasize ETFs and diversified mutual funds.
Expertise
Based on Proper Wealth
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Business Financial Management
Charitable giving & philanthropy
Fee options
Financial planning services charged on fixed project basis ranging from $500 to $50,000 depending on complexity.
$0+: 0.50% to 1.60% annually (range based on factors including scope, complexity, and asset size; fees may be negotiable) $0+: Up to 1.00% annually for retirement plan advisory services (negotiable)
Certain advisory persons earn separate commissions as registered representatives and insurance agents; however, Proper Wealth itself does not earn commissions.
Fee-only: Investment management fees based on assets under management; financial planning charged on fixed project-based fees up to $500 to $50,000; no performance fees.
Location
3233 Thomasville Road
Tallahassee, FL 32308
Most active in
Nicholas C has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Work history
PW Advisors, LLC dba Proper Wealth
2025 - Present (1 year)
LPL Financial
2025 - Present (1 year)
MML INVESTORS SERVICES
2020 - 2025 (5 years)
Massmutual
2020 - 2025 (5 years)
Primerica Advisors
2013 - 2020 (7 years)
Guardian Life Insurance Co of America / Strategic Wealth Group
2013 - 2020 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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