Nicholas Healy is a CFA, CFP-designated registered investment advisor at Sunrise Wealth Management, LLC, based in Tucson, AZ, with 23 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 36 clients with $24M 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 | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable. We may agree to discount our Investment Management fee to meet the special needs of a client.
Fee Estimator
Location
5151 E Broadway Blvd, Suite 1600, Tucson, AZ, 85711
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 Activities
Nicholas is a 50% owner and president of Healy & Associates, providing tax planning and preparation services. He spends the majority of his time on tax matters during tax season (February 15th through April 15th) and the majority of his time on investment matters during the rest of the year.
Employment History
Current Registrations
Sunrise Wealth Management, LLC
Previous Registrations
Sunrise Capital Management, LLC
Sunrise Wealth Management, LLC
Sunrise Wealth Management, LLC
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.