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Nicolas Tabellion

The Wealth Consulting Group
22 Years of Experience
San Jose, CA
1 DisclosureBroker
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Nicolas Tabellion is a registered investment advisor at The Wealth Consulting Group, based in San Jose, CA, with 22 years of industry experience. Nicolas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 12,940 clients with $6.3B in assets under management.

The Wealth Consulting Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
131 advisors
Number of Clients
12,940 clients
Average Client Portfolio
$485K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum annual fee is 2.50% of assets under management. Fees are negotiable based on account size, complexity, and services required, and vary by representative and platform.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1340 Lincoln Ave, San Jose, CA, 95125

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History

Regulatory History (1)
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Customer Dispute
June 2009
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Nicolas operates under Stonebridge Global Investments as a DBA for his LPL business, dedicating about a quarter of his time. He also provides investment advisory services through Mariner Independent Advisor Network LLC, spending nearly full-time hours on this activity.

Employment History
Current Registrations
The Wealth Consulting Group
August 2025 - Present · 1 yr 2 mos
LPL Financial LLC
July 2013 - Present · 13 yrs 3 mos
LPL Financial LLCBroker
July 2013 - Present · 13 yrs 3 mos
Previous Registrations
Mariner Advisor Network
July 2016 - August 2025 · 9 yrs 1 mo
Strategic Wealth Advisors Group
November 2015 - July 2016 · 8 mos
Wells Fargo Advisors Financial Network, LLC
August 2009 - July 2013 · 3 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2009 - July 2013 · 3 yrs 11 mos
Banc of America Investment Services, INC.
September 2006 - August 2009 · 2 yrs 11 mos
Banc of America Investment Services, INC.Broker
September 2006 - August 2009 · 2 yrs 11 mos
Morgan Stanley
January 2004 - October 2006 · 2 yrs 9 mos
Morgan Stanley Dw INC.Broker
December 2003 - October 2006 · 2 yrs 10 mos
State Registrations18 states
AZCAFLGAHIIDLAMINCNVNYORPATXVAVTWAWI
AdvisorBrokerBoth

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.
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