EG
CFA · CFP
EG
CFA · CFP

Ethan Good

1 Year of Experience
Bettendorf, IA

Ethan Good is a CFA, CFP-designated registered investment advisor at Nikulski Financial, INC., based in Bettendorf, IA, with 1 years of industry experience. Ethan 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 4 more. Their firm serves 418 clients with $370M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
418 clients
Average Client Portfolio
$886K average
Assets Under Management
$370.5M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $2.0M1.25%
$2.0M - $5.0M1.00%
$5.0M - $7.5M0.80%
$7.5M - $10.0M0.70%
$10.0M - $15.0M0.65%
$15.0M - $20.0M0.60%
$20M+0.50%

Multiple accounts under the same household may be aggregated to reach fee break points.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4275 Ontario Drive, Bettendorf, IA, 52722

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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 Activities

Ethan works as a freelance musician in various settings, receiving compensation per service. He dedicates a few hours per week to this activity and does not solicit his financial clients for musical services.

Employment History
Current Registrations
Nikulski Financial, INC.
August 2024 - Present · 1 yr 8 mos
State Registrations1 state
IA
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.