Nicholas O'kelly
Nicholas O'kelly is a CFP-designated registered investment advisor at Cadence Wealth Partners, LLC, based in Concord, NC, with 2 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 97 clients with $43M 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 $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
845 Church St N, Suite 205, Concord, NC, 28025
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nicholas is licensed in life, health, and accident insurance. He is also a board member of The Davis Focus Project, a military non-profit, and an ambassador for Give an Hour, a mental health non-profit.
Employment History
Current Registrations
Cadence Wealth Partners, LLC
Previous Registrations
Realta Equities, INC.Broker
Sparta Wealth Partners
State Registrations1 state
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.