NR
CFP
NR
CFP

Nickolas Reilly

10 Years of Experience
Areas of Practice
Alternative InvestmentsBusiness OwnersEstate PlanningFinancial Planning & CoachingHigh Net WorthInsurance PlanningInvestment ManagementRetirement PlanningTax Planning
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
46 clients
Average Client Portfolio
$741K average
Assets Under Management
$34.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.5M0.85%
$2.5M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.25%
$25M+0.15%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Contact

NR
Nickolas Reilly

Location

Seattle, WA

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Nickolas owns and operates One Day Solutions LLC, providing technology and business consulting services. This requires minimal time and is not investment-related.

Employment History
Current Registrations
One Day Wealth
August 2018 - Present · 7 yrs 7 mos
Previous Registrations
Savvy
August 2025 - September 2025 · 1 mo
Columbia Advisory Partners, LLC
November 2022 - March 2024 · 1 yr 4 mos
Cornerstone Advisors INC
March 2016 - January 2018 · 1 yr 10 mos
Wells Fargo Advisors, LLC
August 2014 - February 2016 · 1 yr 6 mos
Wells Fargo Advisors, LLCBroker
July 2014 - February 2016 · 1 yr 7 mos
State Registrations1 state
WA
Advisor

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.
NR
Contact
Nickolas Reilly