Advisor at Avant Wealth Management, 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
Avant Wealth Management, LLC
Location
Topeka, KS
Credentials
Series 65, Series 66
Industry experience
9 years
Nicholas Schilling is a financial advisor with Avant Wealth Management, LLC in Topeka, KS, holding Series 65 and Series 66 licenses and bringing nine years of industry experience. He has worked at FMT Solutions, LLC, AE Wealth Management, LLC, and Advisors Excel. In addition to advisory work, he is licensed as a life and health insurance agent and is involved in business management consulting. Avant Wealth Management is an independent, single-advisor firm providing discretionary and non-discretionary portfolio management, financial planning, and consulting to individuals, trusts, estates, and businesses. The firm manages a small client base using both fundamental and technical analysis and delivers managed accounts through the Altruist platform.
Based on Avant Wealth Management, LLC
Financial planning fixed fees ranging from $250 to $5,000
$0 - $750,000: 1.25% $750,001 - $1,500,000: 1.00% $1,500,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
Insurance commissions for disability insurance, life insurance, annuities, and other insurance products when sold by representatives in their separate capacity as insurance agents
Financial consulting services at $250 per hour
Account minimum: $5,000 (negotiable) Minimum fee: $5,000 minimum account size, negotiable Fee-only: Financial planning fixed fees: $250 minimum to $5,000 maximum; Financial consulting hourly fee: $250/hour with $250 minimum
Topeka, KS
Kansas · North Dakota
FMT Solutions, LLC
2021 - Present (5 years)
Avant Wealth Management, LLC
2018 - Present (8 years)
AE Wealth Management, LLC
2016 - 2018 (2 years)
Advisors Excel
2012 - 2018 (6 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Series 63, Series 65
Topeka, KS
KDWALLSTREET Investment Advisor LLC
Series 63, Series 65
Topeka, KS
Paladin Financial
Series 66
Topeka, KS
Next Generation Investing, LLC
Series 65, Series 66
Topeka, KS
Blazing Star Financial
Series 66
Topeka, KS
Next Generation Investing, LLC
Series 63, Series 65
Topeka, KS
Next Generation Investing, LLC
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