Craig Alan Nieschwietz
Advisor at Dynamic — Falls City, TX
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
15 years
Location
Falls City, TX 78113
Dynamic
Multi-team
Craig Nieschwietz is a financial advisor with Dynamic who holds a Series 66 designation and has 14 years of industry experience. His career includes roles at Brehm, Havel & Company, LLP, Kmc Capital Management, and his own CPA practice, Craig Nieschwietz PLLC. In addition to his advisory work, he manages a CPA practice. Dynamic serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan services. The firm emphasizes a long-term, client-specific approach and provides support to other advisers through technology, compliance, and research resources.
Based on Dynamic
Based on Dynamic
Fixed fees for financial planning projects may range from $1,000 to $50,000 depending on complexity.
$0+: Up to 2.25% annually, fees vary depending on type and complexity of strategy and account size; generally, larger accounts may have lower fees N/A - N/A: Fees may be negotiated and vary by Financial Adviser; some accounts may be charged higher fees due to complexity or active trading needs
Certain Financial Advisers are licensed to sell insurance products and receive commissions; Dynamic does not receive commissions.
Financial Planning hourly rates generally range from $150 to $500 per hour.
Retainer financial planning fees generally range from $1,000 to $20,000 per year, billed monthly or quarterly.
Minimum fee: Some Financial Advisers establish minimum Fees, which can result in total fees exceeding 2.25% annually depending on account size and minimum fee amount. Fee-only: Investment Advisory Fees generally up to 2.25% annually, may include minimum fees; Financial Planning fees range from $150 to $500 per hour or fixed fees from $1,000 to $50,000 per project; Retainer fees generally range from $1,000 to $20,000 per year.
Falls City, TX
311 North Front Street
Falls City TX 78113
Advisors at this office
2
Texas
15 years of industry experience
DYNAMIC WEALTH ADVISORS dba BALANCED FINANCIAL SERVICES
2020 - Present • 6 years
Phoenix, AZ
Craig Nieschwietz PLLC
2019 - Present • 7 years
Kenedy, TX
Kmc Capital Management
2014 - 2020 • 6 years
San Antonio, TX
Brehm, Havel & Company, LLP
2005 - 2019 • 14 years
San Antonio, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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