Nicholas Pihl is a CFP-designated registered investment advisor at Pihl Financial Planning, based in Albuquerque, NM, with 9 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 31 clients with $23M 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 $300K | 1.50% |
| $300K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Custom pricing may apply for portfolios over $5,000,000. Fees may be subject to New Mexico gross receipts tax for local residents. Family accounts may be aggregated for fee calculation purposes.
Fee Estimator
Contact
Nicholas Pihl
Location
Albuquerque, NM
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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 Activities
Nicholas is a writer, coach, and podcast host at Nicholas Arne Pihl (self) since 2017, spending a few hours per week on this activity. He writes on his blog, shares book recommendations, and offers coaching, mostly pro-bono, as a way to clear his head.
Employment History
Current Registrations
Pihl Financial Planning
Previous Registrations
Mengis Capital Management, INC.
State Registrations4 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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