Nicholas Austin Bowers
Advisor at Advocacy Financial LLC — Covington, LA
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
CFP®, Series 66
Experience Industry experience
11 years
Location
Covington, LA 70433
Advocacy Financial LLC
Supported
Total advisors
2Clients per advisor
62 HighAvg AUM per client
$783,817 TypicalHNW client ratio
24% TypicalNicholas Bowers is a CFP® with 11 years of industry experience, currently serving at Advocacy Financial LLC in Covington, LA. He has held prior roles at firms including Innealta Capital, LLC, Northern Lights Distributors, LLC, and Dimensional Fund Advisors LP. He also works as an independent contractor providing strategic sales and marketing guidance for Innealta Capital. Advocacy Financial serves individual and high-net-worth clients with financial planning, investment advisory, portfolio management, and risk-management services. The firm operates under a fiduciary standard and employs a comprehensive planning approach that integrates business, tax, estate, and insurance considerations, emphasizing risk management and cost-effective portfolio construction.
Based on Advocacy Financial LLC
Fixed financial planning and consulting fees generally range from $1,000 to $10,000; partial initial fee up to $1,200 possible.
$0 - $249,999: 2.00% $250,000 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $2,499,999: 1.00% $2,500,000 - $5,000,000: 0.75% Over $5,000,000+: Negotiable
Representatives are registered representatives of PKS and may receive commissions from securities or insurance sales.
Financial planning hourly rate is $300 per hour.
Account minimum: $50,000 Minimum fee: Financial planning and consulting fees typically range from $1,000 to $10,000; hourly rate is $300 per hour. Fee-only: Financial planning and consulting fees on a fixed basis or hourly; investment management fees described, no commissions.
Covington, LA
212 Park Place
Covington LA 70433
Advisors at this office
2
Louisiana
11 years of industry experience
Innealta Capital, LLC
2018 - 2024 • 6 years
Austin, TX
Northern Lights Distributors, Llc
2017 - 2023 • 6 years
Elkhorn, NE
AFAM Capital, Inc.
2017 - 2018 • 1 year
Austin, TX
DFA Securities LLC
2015 - 2017 • 2 years
Austin, TX
Dimensional Fund Advisors LP
2015 - 2017 • 2 years
Austin, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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.
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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