J. Mark Nickell & Co.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
J. Mark Nickell & Co. provides integrated financial planning and investment supervisory services primarily to individual and high-net-worth clients, managing both discretionary and non-discretionary accounts and advising on retirement assets. The firm’s service model combines ongoing portfolio management with financial planning, coordination with clients’ other advisors, and periodic in-person or remote reviews.
The firm implements model-based portfolios that rely largely on ETFs and mutual funds, tailoring asset allocation to client risk profiles and adjusting models several times per year; it applies tax-aware techniques such as asset-location decisions and tax-managed overlays. When appropriate, the firm also employs municipal securities, interval funds, and selective private-market vehicles, and conducts formal portfolio reviews at least quarterly.
Noteworthy features relative to peers include a small client base with relatively large average account sizes and a relatively high entry threshold with certain clients grandfathered under prior terms. The firm recommends a single custodial relationship that provides institutional services, declines to vote client proxies, and uses artificial intelligence only in limited administrative and operational capacities rather than for investment decisions.
Client services
Expertise
Fee options
Fixed fees may be proposed if fees can be reasonably estimated in advance for complex financial planning
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.70% $5,000,001+: 0.60%
$300 to $450 per hour for additional financial planning services beyond standard scope
Account minimum: $1,000,000 Minimum fee: $10,000 per annum minimum fee for Investment Supervisory Services Fee-only: Advisory fees charged as percentage of assets under management; no commissions charged; also hourly fees $300 to $450 for exceptional financial planning services
Main office
100 Westwood Place, Suite 330
Brentwood TN 37027
Advisors at this office
3
Most active in
Tennessee
Also doing business as
J. Mark Nickell & Co. · J. Mark Nickell, P.C.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Quick links
Advisors at this firm
Thomas N
Series 65
Brentwood, TN
J. Mark Nickell & Co.
Thomas Nickell is a financial advisor at J. Mark Nickell & Co. with two years of industry experience. He holds the Series 65 designation and has been with the firm since 2015. J. Mark Nickell & Co. provides investment supervisory services, financial planning, and retirement-plan consulting to individuals, pension and profit-sharing plans, corporations, and trusts. The firm primarily manages discretionary accounts using model portfolios tailored to client risk profiles and investor characteristics, incorporating ETFs, mutual funds, and occasionally alternative investments such as municipal bonds and private equity.
Margaret D
CFP®, Series 65, Series 66
Brentwood, TN
J. Mark Nickell & Co.
Margaret Dover is a CFP®-certified financial advisor with 18 years of industry experience. She currently works at J. Mark Nickell & Co. and previously held roles at BlackRock Investments and Jackson National Life Distributors. J. Mark Nickell & Co. provides integrated financial planning and investment supervisory services mainly to individual and high-net-worth clients, using model-based portfolios focused on ETFs and mutual funds. The firm emphasizes tailored asset allocation, tax-aware strategies, and conducts formal portfolio reviews at least quarterly.
Joseph N
CFA®, PFS™
Brentwood, TN
J. Mark Nickell & Co.
Joseph Nickell is a CFA® and PFS™ credentialed advisor with 22 years of industry experience. He has been with J. Mark Nickell & Co. since 1994. The firm provides investment supervisory services, financial planning, and retirement-plan consulting to individuals, pension and profit-sharing plans, corporations, and trusts. J. Mark Nickell & Co. manages primarily discretionary accounts using model portfolios tailored to client risk profiles, incorporating ETFs, mutual funds, and in select cases, municipal bonds, interval funds, and private equity.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)