Nicholas Caramanica
Nicholas Caramanica is a CFP-designated registered investment advisor at Arlington Wealth Planning, LLC, based in Arlington, VA, with 12 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 56 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arlington Wealth Planning manages investments for a fee based on the value of your portfolio, up to 1% per year. The exact fee may be negotiable based on your circumstances. There is no fee for managing 529 plans. Fees are billed quarterly.
Contact
Nicholas Caramanica
Location
Arlington, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nicholas owns Caramanica Consulting, LLC, dedicating nearly full-time hours to it. He also owns Slopeside Rentals, LLC, spending minimal time on it.
Employment History
Current Registrations
Arlington Wealth Planning, LLC
Previous Registrations
Arlington Wealth Planning, LLC
Integrated Financial Planning Services
Integrated Financial Planning ServicesBroker
State Registrations4 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.
Exams