Raymond James & Associates
47yrs
Top advisor by experience in Knoxville
9yrs
Nicholas Dane Vantrease
Financial advisor at Provident Wealth
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
OfficeKnoxville, TN
FirmProvident Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Provident Wealth
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Investment Adviser Law Examination
Career
- 2017 – nowProvident Wealth, LLCCurrent firm
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Nicholas
How do I contact Nicholas?
Call Provident Wealth at 865-292-2540 and ask for Nicholas Dane Vantrease. Nicholas works from the Knoxville, TN office.
How long has Nicholas been a financial advisor?
Nicholas has been in the industry since 2017, about 9 years. 9 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?
Provident Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Nicholas for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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