David Nuckols is a registered investment advisor at Winnow Wealth, LLC, based in Waco, TX, with 27 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 370 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Winnow Wealth's investment advisory fees range from 0.10% to 1.20% annually, based on factors like the scope and complexity of services, the amount of assets managed, and the overall relationship. The minimum fee is $250 per month. The fees are calculated based on the average daily balance of assets under management.
Location
200 W. Hwy 6, Suite 330, Waco, TX, 76712
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David provides investment advisory services through Brookstone Wealth Advisors, is a partial owner of Ascension Financial Group (real estate), and a partner at Haynie & Company (tax preparation/accounting). He is also an independent licensed insurance agent selling life, long-term care, disability, and annuity policies, dedicating a few hours per week.
Employment History
Current Registrations
Winnow Wealth, LLC
Previous Registrations
Brookstone Wealth Advisors, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Dominion Investor Services, INC.Broker
1st Global Capital CORP.Broker
State Registrations1 state
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