NG
NG
Nicolette Goedde
6 Years of Experience
Loveland, OH
1 Disclosure
Nicolette Goedde is a registered investment advisor at 212 Wealth Management Group, LLC, based in Loveland, OH, with 6 years of industry experience. Nicolette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
All accounts are grouped when determining fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Loveland, OH
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
August 2021Employment History
Current Registrations
212 Wealth Management Group, LLC
February 2026 - Present · 3 mos
Previous Registrations
Vertice Capital Partners, LLC
July 2023 - March 2026 · 2 yrs 8 mos
Cullen Cioffi Capital Management
February 2022 - December 2023 · 1 yr 10 mos
UBS Financial Services INC.
August 2021 - October 2021 · 2 mos
UBS Financial Services INC.Broker
August 2021 - October 2021 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2019 - August 2021 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2019 - August 2021 · 2 yrs 3 mos
State Registrations1 state
OH
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.