Contact Information
Detailed Information
83/100
CFP certified +25RIA / Investment Adviser +20Fee-only fiduciary +12Retirement planning +6Tax planning +6Wealth management +6Verified profile +8
Computed by Trading Market Signals from credentials, registrations, planning specialties and profile completeness. Informational only, not an endorsement or investment advice.
Nick Covyeau, CFP, founded Swell Financial, a fee-only firm in Costa Mesa, California, providing fiduciary advice through investment management, tax planning, and retirement strategies. He launched the RIA in 2021 after a decade serving clients at large firms and private wealth institutions. A NAPFA and XY Planning Network member, he works with clients in Orange County and nationwide. As a fee-only advisor, he is paid only by clients and earns no commissions. His practice emphasizes coordinated planning that ties investments, taxes, and retirement decisions together rather than treating them separately. Covyeau focuses on helping clients build and protect wealth with clear, conflict-free advice grounded in their specific goals.
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Fiduciary Status
Yes (Fee-Only Fiduciary)
Languages Spoken
English
Licenses & Certifications
CFP - Certified Financial Planner
Fee Structure / Compensation Method
Fee-Only