Nicholas Yeomans
Nicholas Yeomans is a CFP-designated registered investment advisor at Merit Financial Advisors, based in Marietta, GA, with 23 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 20,711 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual asset management fee ranges up to a maximum of 2.50% and is negotiable. Independent contractor accounts may incur an additional platform fee of 0.25% to 0.35%.
Fee Estimator
Location
61 Atlanta St SE, Marietta, GA, 30060
Get directionsHistory
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
Nicholas is a partner in Marietta Square Properties, LLC, a holding company that leases space to his RIA, and manages Sugar Sand Escapes, LLC, a real estate investment property. He is also President, CCO, and an Investment Advisor Representative at Yeomans Consulting Group, Inc., and an Elder at North Metro Church, and a referral partner for ESL Advisors.
Employment History
Current Registrations
Merit Financial Advisors
Previous Registrations
Sagepoint Financial, INC.Broker
Your Retirement Coach
Sunamerica Securities, INC.Broker
State Registrations2 states
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
More Advisors
- John RichterMerit Financial Advisors
- Jeffrey Ramsey, CFPLPL Financial LLC
- Andrew Pratt, CFAWiser Wealth Management, INC
- Thomas Downs, PFSInvestsouth Financial Services, INC.
- Shawna Theriault, CFPWiser Wealth Management, INC
- Larry Burnette, CFPHanover Advisors, INC