Nicholas Stafford
Nicholas Stafford is a CFA-designated registered investment advisor at Arkadios Wealth Advisors, based in Atlanta, GA, with 26 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.
Fee Estimator
Location
2827 Peachtree Rd NE, Suite 510, Atlanta, GA, 30305
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Regulatory History (1)
Customer Dispute
December 2025Other Business Activities
Nicholas is the Vice President at Perch Wealth, where he focuses on sales and marketing of DST and other related private real estate investments. He also serves as the Managing Member of Contiger Ventures, LLC, established for tax purposes related to his marketing activities at Emerson Equity, dedicating a full-time commitment to these activities.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Previous Registrations
Emerson Equity LLC
Emerson Equity LLCBroker
Bridge Capital Associates, INC.Broker
Signaturefd, LLC
Capital Bank and Trust Company
Capital Guardian Trust Company
Zelman Partners, LLCBroker
Keefe, Bruyette & Woods, INC.Broker
Cibc World Markets CORP.Broker
Lehman Brothers INC.Broker
State Registrations30 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.