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CFP · PFS
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CFP · PFS

Nicholas Reiber

12 Years of Experience
Canton, MS
Sells Insurance

Nicholas Reiber is a CFP, PFS-designated registered investment advisor at Reiber Wealth, based in Canton, MS, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 26 clients with $17M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
26 clients
Average Client Portfolio
$653K average
Assets Under Management
$17.0M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $5.0M0.50%
$5.0M - $10.0M0.35%
$10M+0.10%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

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Nicholas Reiber

Location

Canton, MS

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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.

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Other Business ActivitiesSells Insurance

Nicholas is the sole member of Reiber CPA, LLC, which solely owns Reiber Wealth Advisory Services, LLC. He also holds a Mississippi Insurance Producer license for Accident & Health or Sickness and Life, but dedicates no time to insurance activities outside of his advisory services. Nicholas has also volunteered to be the incoming treasurer for the local Boyscout troop.

Employment History
Current Registrations
Reiber Wealth
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Buckingham Strategic Wealth, LLC
August 2019 - February 2022 · 2 yrs 6 mos
Horne Wealth Advisors, LLC
September 2013 - August 2019 · 5 yrs 11 mos
State Registrations3 states
LAMSTX
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.
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Nicholas Reiber
Nicholas Reiber - Financial Advisor | TrueAdvisor