Nicholas Tilli is a CFP-designated registered investment advisor at Grounded Wealth, based in Plymouth, MN, with 17 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 17 clients with $31M 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 | 1.00% |
Fees generally range from 0.35% to 1.00% for comprehensive wealth management, and 0.50% to 0.79% for investment management added to the fixed-fee practice. Fees may be negotiable.
Fee Estimator
Location
Plymouth, MN
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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
Grounded Wealth
Previous Registrations
Grounded Wealth
Origin Financial
The Mather Group, LLC
Bergankdv Wealth Management, LLC
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
U.S. Bancorp Investments, INC.Broker
State Registrations1 state
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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