Nicholas C George
CFP®Why Work With Nicholas
A lot of the people we work with have done most of the right things and still can't say for sure whether they're going to be okay. We put the whole picture in front of you at once: retirement income, taxes, Roth conversions, Social Security timing, and the portfolio that has to support all of it, run through The ClearMind Clarity Method™. We're fee-only fiduciaries for the whole relationship. Clients pay us and nobody else...
Professional Summary
I'm Nick George, a CERTIFIED FINANCIAL PLANNER™ professional and the founder of ClearMind Capital in Columbus, Ohio. We keep your money pointed at the life you're trying to live. Our office is at 840 S Front St in the Brewery District, and we work with individuals, couples, families, and employers across Central Ohio and virtually nationwide.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Investment Management
- Tax Planning
- Retirement Planning
- Estate & Legacy Planning
- Business Services
- Social Security & Medicare Planning
Specializations
Biography
I'm Nick George, a CERTIFIED FINANCIAL PLANNER™ professional and the founder of ClearMind Capital in Columbus, Ohio. I also hold the ChFC®, CLU®, and IWA™ designations. Early on, it became clear to me how quickly life can change and how grounding it is to have someone in your corner when it does. I've been into financial planning since I was 18. Big institutions were the first stop in my career. Solid experience, great training, but...
Other Aliases
Nicholas Craig George, Nicholas George, Nick George
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
Office
(xxx) xxx-xxxx
facebook.com/xxxxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
YouTube Channel
youtube.com/@xxxxxx
Languages
xxxxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
7 years in the financial services industry
Current & Past Employments
Education
Ohio University
Finance, BBA
Finance, BBA
2018
Ohio University
Financial Planning, Certificate
Financial Planning, Certificate
2018
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Doing Business As (DBA) / Local Office
DBA Firm Name
ClearMind Capital
Business Address
840 S Front St, Columbus, OH 43206, United States
Current Firm
CLEARMIND CAPITAL | CLEARMIND CAPITAL LLC
Contact Information
Main Address
Columbus, OHPhone Number
(614) 254-5501# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
64AUM (Assets Under Management)
$13,909,314Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(1/17/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Nicholas C George's CRS (Customer Relationship Summary).
Services Offered by Nicholas
- Financial Planning
- Investment Management
- Tax Planning
- Retirement Planning
- Estate & Legacy Planning
- Business Services
- Social Security & Medicare Planning
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