Nicholas Hymanson
Advisor at Peace of Mind 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 Peace of Mind 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.
Location
Raleigh, NC 27607
Credentials
CFP®, Series 63, Series 65
Industry experience
7 years
Nicholas Hymanson is a financial advisor at Peace of Mind Wealth Management with seven years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 65. His prior experience includes roles at Truist and SunTrust Robinson Humphrey. In addition to his advisory work, Hymanson is also an insurance agent representing various carriers. Peace of Mind Wealth Management is a team-based registered investment advisor serving individuals, trusts, foundations, corporations, and charitable organizations. The firm employs a top-down, macro-environmental approach to tactical asset allocation and uses a combination of fundamental, quantitative, and technical analysis to manage portfolios through mutual funds, ETFs, individual equities, and fixed income.
Based on Peace of Mind Wealth Management
Based on Peace of Mind Wealth Management
Fixed fees for standalone financial planning ranging from $2,500 to $10,000.
Hourly rate of $350/hour used for proration upon financial planning agreement termination.
Account minimum: $800,000 Minimum fee: Clients with assets under $800,000 pay a fixed fee of $12,000 per year until minimum portfolio requirement is met. Fee-only: Standalone financial planning services offered as fixed fees ranging from $2,500 to $10,000.
4101 Lake Boone Trail, Suite 111
Raleigh, NC 27607
North Carolina · Texas
POM Investment Strategies, LLC
2022 - Present (4 years)
Peace of Mind Wealth Management, LLC
2021 - 2022 (1 year)
Truist
2020 - 2021 (1 year)
SunTrust Robinson Humphrey
2018 - 2020 (2 years)
Unemployed
2018 - 2018 (1 year)
Chipotle Mexican Grill
2018 - 2018 (1 year)
Student
2017 - 2017 (1 year)
Sun Trust
2017 - 2017 (1 year)
SunTrust Robinson Humphrey
2017 - 2017 (1 year)
Student
2016 - 2017 (1 year)
Chipotle Mexican Grill
2016 - 2016 (1 year)
Student
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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