Advisor at Bison Wealth, LLC
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.
Firm
Bison Wealth, LLC
Location
Atlanta, GA 30326
Credentials
Series 65, Series 66
Industry experience
6 years
Nicholas Fontanella is a financial advisor at Bison Wealth, LLC with six years of industry experience. He holds the Series 65 and Series 66 designations. His prior experience includes roles at Charles Schwab, TD Ameritrade, and Fisher Investments. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and multi-manager investment solutions, utilizing both liquid and private market strategies.
Based on Bison Wealth, LLC
Based on Bison Wealth, LLC
Financial planning fees may be fixed fees as agreed
Negotiable, up to 2.0% annually; may be fixed percent or tiered rates applied to different tranches of account value
Financial planning fees may be charged on an hourly basis as agreed
Minimum fee: $120 annually ($10 per month) administrative service fee per account, charged under certain circumstances Fee-only: Financial planning fees charged separate from advisory fees; can be fixed fee or hourly, monthly or quarterly basis as agreed in Financial Planning Agreement
3550 Lenox Road Ne, Suite 2550
Atlanta, GA 30326
Georgia
Bison Wealth,LLC
2026 - Present (1 year)
Unemployed
2025 - 2025 (1 year)
TD Ameritrade, Inc.
2022 - 2024 (2 years)
TD Ameritrade Investment Management, LLC.
2022 - 2023 (1 year)
Charles Schwab Bank SSB
2021 - 2025 (4 years)
Charles Schwab Bank SSB
2021 - 2021 (1 year)
Charles Schwab
2019 - 2025 (6 years)
Fisher Investments
2018 - 2019 (1 year)
Pappasitos
2018 - 2018 (1 year)
Longhorn
2015 - 2016 (1 year)
Kennesaw State University
2012 - 2018 (6 years)
Marietta Family Restaurants
2012 - 2016 (4 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, 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.
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.
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