Nils Wickman
Nils Wickman is a CFP-designated registered investment advisor at Ares Financial Consulting LLC, based in Tacoma, WA, with 17 years of industry experience. Nils operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 289 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ares Financial Consulting typically does not offer investment management as a standalone service, believing it's tied to a client's financial plan. However, under special circumstances, investment-only services are available through two options:
- Betterment Platform: AresFC receives 0.30% of the client's account value, deducted quarterly. Clients also pay Betterment's wrap fee, ranging from 0.12% to 0.20% annually, charged quarterly.
- American Funds Platform: AresFC receives 0.25% of the account's assets, paid quarterly. An additional $250 is added to the ongoing annual fee for the first quarter only for new clients.
Location
Tacoma, WA
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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
Nils is an independent insurance agent selling life insurance since 2014, dedicating nearly full-time hours to this activity. He also owns rental property, volunteers with a youth program and a church, and teaches a financial literacy class at Tacoma Public Schools.
Employment History
Current Registrations
Ares Financial Consulting LLC
Previous Registrations
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Russell Financial Services, INC., Part of Russell InvestmentsBroker
Russell Investments
Ids Life Insurance CompanyBroker
American Express Financial Advisors 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.