Nikki Dunn is a CFP-designated registered investment advisor at Clarified Wealth Advisory, based in Austin, TX, with 1 years of industry experience. Nikki operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.25% |
| $10.0M - $20.0M | 0.15% |
| $20M+ | 0.10% |
Fees are negotiable.
Fee Estimator
Location
2403 E 16th St, Austin, TX, 78702
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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
Nikki Dunn is the CEO and Founder of She Talks Finance, LLC. This activity takes about 10% of Nikki's time.
Employment History
Current Registrations
Clarified Wealth Advisory
State Registrations1 state
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