NS
CFP
NS
CFP
Nickles Spryn
19 Years of Experience
Belmont, NC
1 Disclosure
Nickles Spryn is a CFP-designated registered investment advisor at Coppell Advisory Solutions LLC, based in Belmont, NC, with 19 years of industry experience. Nickles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9,336 clients with $1.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
86 advisors
Number of Clients
9,336 clients
Average Client Portfolio
$115K average
Assets Under Management
$1.1B
Fee Structure
Minimum Investment:$20K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable for portfolios over $2,500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
123 N Main St, Belmont, NC, 28012
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2003Settled
Employment History
Current Registrations
Coppell Advisory Solutions LLC
January 2026 - Present · 4 mos
Previous Registrations
Marmo Financial Group, LLC
September 2023 - November 2024 · 1 yr 2 mos
Vanguard Advisers, INC.
October 2021 - May 2023 · 1 yr 7 mos
Vanguard Marketing CorporationBroker
September 2021 - May 2023 · 1 yr 8 mos
Wells Fargo Clearing Services, LLC
September 2016 - July 2017 · 10 mos
Wells Fargo Clearing Services, LLCBroker
August 2016 - July 2017 · 11 mos
Suntrust Investment Services, INC.Broker
September 2014 - August 2016 · 1 yr 11 mos
Suntrust Investment Services, INC.
September 2014 - August 2016 · 1 yr 11 mos
LPL Financial LLCBroker
February 2013 - September 2014 · 1 yr 7 mos
LPL Financial LLC
February 2013 - September 2014 · 1 yr 7 mos
Infinex Investments, INC.
November 2012 - February 2013 · 3 mos
Infinex Investments, INC.Broker
November 2012 - February 2013 · 3 mos
Chesapeake Investment Group
February 2008 - August 2012 · 4 yrs 6 mos
Uvest Financial Services Group, INC.
September 2005 - November 2007 · 2 yrs 2 mos
RBC Centura Securities INC.
October 2002 - March 2004 · 1 yr 5 mos
RBC Centura Securities, INC.Broker
October 2002 - March 2004 · 1 yr 5 mos
American Express Financial Advisors INC.Broker
October 1993 - January 1997 · 3 yrs 3 mos
Ids Life Insurance CompanyBroker
October 1993 - January 1997 · 3 yrs 3 mos
State Registrations1 state
NC
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.