Beacon Pointe Advisors
47yrs
Top advisor by experience in Newport Beach
5yrs
Nicholas Pardini
Full name on record: Nicholas Patrick Pardini
Financial advisor at Spearhead Advisors
Based in Newport Beach, California, Nicholas Pardini is a fiduciary financial advisor with 5 years of industry experience. Nicholas joined Spearhead Advisors in 2025, after two years at Elevate Wealth Advisors. Spearhead Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 1843 advisors with offices in Newport Beach, and one of 1660 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office23 Corporate Plaza Suite 150, Newport Beach, CA 92660
How the firm is paid ?Percent of assets
Typical client at the firm ?$677,396
Advisors at the firm4
States licensed ?1 state
Services through Spearhead Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- May 2025 – nowSpearhead Advisors, LLCCurrent firm
- Mar 2023 – Dec 2024Elevate Wealth Advisors, LLCPreviously
Contact Nicholas
(949) 393-2070Spearhead Advisors main office 23 Corporate Plaza Suite 150Newport Beach, CA 92660Office · Get directions Firm websitespearhead.investments
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Questions to ask Nicholas
Tailored to Nicholas’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Nicholas
How do I contact Nicholas?
Call Spearhead Advisors at (949) 393-2070 and ask for Nicholas Pardini. Nicholas works from the Newport Beach, CA office.
How long has Nicholas been a financial advisor?
Nicholas has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Nicholas hold?
Series 65. Tap any license on this page to see what it allows.
Is Nicholas a fiduciary?
Nicholas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nicholas paid?
Spearhead Advisors reports being paid by a percentage of the assets they manage. Ask Nicholas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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