{"id":638094,"date":"2026-05-12T07:28:18","date_gmt":"2026-05-12T07:28:18","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/638094\/"},"modified":"2026-05-12T07:28:18","modified_gmt":"2026-05-12T07:28:18","slug":"alex-nikulin-cfp-joins-holistic-planning-establishing-firms-first-new-england-office","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/638094\/","title":{"rendered":"Alex Nikulin, CFP\u00ae Joins Holistic Planning, Establishing Firm\u2019s First New England Office"},"content":{"rendered":"

PORTSMOUTH, N.H.–(BUSINESS WIRE<\/a>)–Holistic Planning, a national fee-only registered investment advisory firm with more than $1.25 billion in assets under management, today announced that Alex Nikulin, CFP\u00ae has joined the firm and established its first office in New England. Based in Portsmouth, New Hampshire, Nikulin serves individuals, families, and business owners across the region with comprehensive financial planning, investment management, and integrated income tax services.<\/p>\n

18-Year Fidelity Veteran Brings Fee-Only Fiduciary Approach and Integrated Tax Planning to Portsmouth, New Hampshire as National Firm Surpasses $1.25 Billion in Assets Under Management<\/p>\n

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\nThe Portsmouth office extends Holistic Planning\u2019s national footprint, which now spans Texas, the Mountain West, the Midwest, the Southeast, and New England. The firm continues to grow by attracting experienced, independent-minded advisors who share its fee-only fiduciary philosophy.<\/p>\n

\nNikulin joins Holistic Planning following an 18-year career with Fidelity Investments, where he was responsible for overseeing approximately $800 million in client assets and built a reputation for thoughtful, relationship-driven advice.<\/p>\n

\n\u201cClients deserve an advisor who is unconditionally on their side of the table,\u201d said Nikulin. \u201cAs a fee-only fiduciary, I am compensated only by my clients \u2014 not by product sponsors or commissions. That alignment makes a meaningful difference in the advice clients receive.\u201d<\/p>\n

\nHe also pointed to the firm\u2019s integrated model as central to his decision. \u201cClients deserve an advisor who sees the full picture. Bringing income tax planning and preparation in-house \u2014 alongside investment and financial planning \u2014 lets us capture opportunities that would otherwise be missed and give clients a single, coherent strategy.\u201d<\/p>\n

\n\u201cAlex represents exactly the kind of advisor we built Holistic Planning to support,\u201d said Jason Barber, CEO. \u201cHis arrival establishes our presence in New England and is another important step in our growth as a national firm \u2014 one built advisor by advisor, market by market, around a shared commitment to fee-only, fully integrated client advice.\u201d<\/p>\n

\nAbout Holistic Planning<\/p>\n

\nHolistic Planning is a national fee-only registered investment advisory firm with more than $1.25 billion in assets under management and offices across the United States. The firm combines comprehensive financial planning, investment management, and in-house income tax planning and preparation under a single fiduciary roof, giving clients a coordinated strategy across every dimension of their financial lives.<\/p>\n","protected":false},"excerpt":{"rendered":"PORTSMOUTH, N.H.–(BUSINESS WIRE)–Holistic Planning, a national fee-only registered investment advisory firm with more than $1.25 billion in assets…\n","protected":false},"author":2,"featured_media":638095,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[28,147,530],"class_list":["post-638094","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/638094","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=638094"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/638094\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/638095"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=638094"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=638094"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=638094"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}