Alan Nicolette
Alan Nicolette is a CFP-designated registered investment advisor at Nicolette Financial Advisors LLC, based in Charlottesville, VA, with 18 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 33 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 0.60% |
| $150K+ | 0.40% |
Accounts under $150,000 are subject to a minimum quarterly fee of $150 ($600 annually), resulting in an effective rate of 0.60% for a $100,000 account. For accounts of $150,000 or more, the annual fee is a maximum of 0.40% of assets, fixed for 1 to 2 years.
Fee Estimator
Location
Charlottesville, VA
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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 →Employment History
Current Registrations
Nicolette Financial Advisors LLC
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
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