A complete list of active advisors currently associated with Nicolette Financial Advisors LLC

Warmer can help you find a great advisor at Nicolette Financial Advisors LLC or one who fits your needs even better.

The firm provides personalized financial planning, consulting, investment advisory services, and tax preparation and filing for individuals, trusts, estates, not-for-profit organizations, and business entities. Engagements typically begin with a written financial plan used to determine how advisory services will be implemented and monitored. The firm operates on a fee-only, non-discretionary basis and employs a tactical asset-allocation approach intended to manage risk and pursue improved performance, documented in an Investment Policy Statement for each client. It uses professional managers and a major custodial platform, requires client approval before executing trades under a limited agent authorization, and delivers quarterly reports and formal reviews. What is distinctive is the firm’s small, solo-advisor structure combined with firm-level tax preparation and IRS representation (the advisor is an Enrolled Agent), which means tax compliance and planning are offered alongside investment advice. The adviser also bills fees directly rather than deducting them from custodial accounts, takes no custody of client assets, and does not accept commissions — practices that differ from many peers.

To learn more about the advisors currently working at Nicolette Financial Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.