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- Custodian
- Vanguard
- Clients
- Retail
- Platforms
- Frontier
- Established Date
- 06-10-2008
- Office Locations
- 1
Office Locations
About Nicolette Financial Advisors LLC
Nicolette Financial Advisors is an independent, fee-only fiduciary planning firm serving Northern Virginia and the Charlottesville, VA area. It provides advice-driven financial planning and investment guidance (401(k) allocation, college and retirement planning) with no commissions or third-party compensation, and can work with clients without requiring ongoing AUM. Reported portfolios are ETF-based, with Vanguard as custodian.
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Owner & Executives
ALAN ANTHONY NICOLETTE
Financial Advisor, General Partner, President
- CRD
- #5485469
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $25,911,666 | -- |
| Total | $25,911,666 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,911,666
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $8,726,775,941 | 100.0% |
| Total | $8,726,775,941 | 100.0% |