Scott Nicholson
Advisor at Advize Wealth Management
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.
Advisor at Advize Wealth Management
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
Advize Wealth Management
Location
Rochester, MI 48307
Credentials
Series 63, Series 65
Industry experience
17 years
Scott Nicholson is a financial advisor at Advize Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Calder Capital, Blue Water Asset Management, Benchmark Mortgage, Redfield Financial Group, and Invest Financial Corporation. Nicholson is also licensed to sell life and health insurance and may receive additional compensation from those sales. Advize Wealth Management serves individual and high-net-worth clients by providing wealth management, investment management, comprehensive financial planning, and employee benefit plan advisory services. The firm emphasizes asset allocation and predominantly passive investing through index funds and ETFs, utilizing technology and third-party managers to implement automated and model-driven portfolios.
Based on Advize Wealth Management
Based on Advize Wealth Management
Project-Based Financial Planning fixed fees range from $500 to $20,000
$0 - $250,000: 1.20% $250,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001+: Flat $18,000 per year
Minimum fee: Minimum annual fees of $1,200 for individuals and $1,800 for couples for Comprehensive Financial Planning Services Fee-only: Fixed fees for Comprehensive Ongoing Financial Planning ranging from $1,200 to $20,000; Project-Based Financial Planning fees range from $500 to $20,000
429 S. Main Street
Rochester, MI 48307
Michigan
Advize Wealth Management
2025 - Present (1 year)
Calder Capital, LLC
2017 - Present (9 years)
Blue Water Asset Management
2015 - Present (11 years)
Benchmark Mortgage
2014 - 2023 (9 years)
Redfield Financial Group
2011 - 2023 (12 years)
Invest Financial Corporation
2009 - 2017 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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