Nicholas Whitmer
Nicholas Whitmer is a CFP-designated registered investment advisor at Dmlo Wealth Planning, LLC, based in Louisville, KY, with 12 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 45 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DMLO Wealth Planning's investment management fees range from 0.50% to 2.00% annually, based on factors like the complexity of services, the amount of assets managed, and whether financial planning is included. The fee is calculated based on the value of your investments at the end of the previous quarter and is paid in advance each quarter. Fees may be negotiable. Clients may also pay additional fees to other investment managers if DMLO recommends using them.
Location
2020 High Wickham Place, Suite 200, Louisville, KY, 40245
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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
Nicholas is a licensed insurance professional. This non-investment-related activity takes up less than 10% of his time.
Employment History
Current Registrations
Dmlo Wealth Planning, LLC
Guidance Capital, INC.
Previous Registrations
Money Concepts Advisory Service
Argi Investment Services, LLC
Jefferson National Securities CorporationBroker
State Registrations1 state
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