Advisor at Nicolette Financial Advisors LLC
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Firm
Nicolette Financial Advisors LLC
Location
Charlottesville, VA
Credentials
CFP®, Series 65
Industry experience
17 years
Alan Nicolette is a CFP® and Series 65-licensed financial advisor with 17 years of industry experience. He is the sole advisor at Nicolette Financial Advisors LLC, an independent firm he has led since 2008. The firm provides personalized financial planning, consulting, investment advisory services, and tax preparation for individuals, trusts, estates, not-for-profit organizations, and businesses. Operating on a fee-only, non-discretionary basis, the firm combines a tactical asset-allocation approach with tax compliance and planning services, including IRS representation, delivered through a solo-advisor structure.
Based on Nicolette Financial Advisors LLC
Option for fixed fee for financial plan, amount varies by complexity, with advance payment not exceeding $500 for work over 6 months
$0 - $150,000: Minimum fixed quarterly fee of $150 $150,000+: Maximum 0.4% of AUM annually (charged quarterly)
Financial planning and consulting billed at $150 - $200 per hour, negotiable based on complexity
Fixed quarterly fee for investment advisory services based on AUM
Minimum fee: Minimum investment advisory fee of $150 per quarter if AUM is under $150,000 Fee-only: Fee-only investment advisory services; no commissions or product sales compensation
Charlottesville, VA
North Carolina · Virginia
Nicolette Financial Advisors, LLC
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
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Ulmer Financial
Ulmer Financial brings together your investments and tax preparation in one place, so you don’t have to deal with multiple advisors. Our goal is to make managing your money and filing your taxes easier. I became fascinated by investing at a young age and bought my first stock when I was 10 years old. Despite its importance, I have found that personal finance is rarely talked about and people are often ill-equipped to plan for their futures. I decided to become a financial planner to help solve this problem. I am passionate about making financial planning accessible to my clients and helping them invest to achieve their goals. I also enjoy making clients' lives easier by streamlining their investments and tax preparation. Before starting Ulmer Financial in 2022, I worked as an assistant to a financial planner where I created and operated our investment management process, researched a variety of financial planning issues, and served clients. I have a BS in Commerce from the University of Virginia's McIntire School of Commerce and am a CERTIFIED FINANCIAL PLANNER (TM) professional. I am also an Enrolled Agent admitted to practice before the Internal Revenue Service. The most important thing in my life is my relationship with Jesus Christ. I seek to glorify Jesus Christ and make Him known, as I help individuals steward their finances.
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