Nicholas Yeakle
Advisor at Timonier
Updated today
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.
About
Nicholas Yeakle is a financial advisor at Timonier with a Series 65 credential and four years of industry experience. His prior roles include positions at AUA Private Wealth Advisors, MPB Wealth Management, Noble Yield Wealth Management, AUA Capital Management, and LeTort Management and Trust. Timonier provides discretionary and non-discretionary wealth management services to individuals, families, trusts, estates, endowments, charitable organizations, and business entities. The firm combines portfolio management with comprehensive financial, estate, and tax planning, following a multi-generational family-office approach that emphasizes long-term, structured portfolios and tax efficiency.
Expertise
Based on Timonier
Wealth management
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Real estate investing
Fee options
Flat fee negotiated for Retirement Plan Consulting Services; e.g., $4,000 annually for accounts under $1,000,000.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,500,000: 0.75% $2,500,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.30%
Account minimum: $1,000,000 (may be waived depending on circumstances); $2,000,000 minimum for endowment, trust, and retirement plan consulting services Fee-only: Fee-only advisor; does not receive commissions; fees fully transparent and disclosed.
Location
121 Reynolda Village, Suite B
Winston Salem, NC 27106
Most active in
Nicholas Y has reported serving >5 clients in these states in the last 12 months.
North Carolina · Pennsylvania
Work history
Timonier Family Office, Ltd.
2024 - 2025 (1 year)
AUA Private Wealth Advisors, LLC
2022 - 2024 (2 years)
MPB Wealth Management, LLC
2022 - 2024 (2 years)
Noble Yield Wealth Management LLC
2021 - Present (5 years)
AUA Capital Management, LLC
2018 - 2025 (7 years)
LeTort Management and Trust
2014 - 2018 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
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.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Kathryn H
Series 65
Winston Salem, NC
Wrenn House Investments LLC
Anne Marie W
CFP®, Series 66
Lewisville, NC
Curated Capital & Planning LLC
Danny F
Series 63, Series 65
Winston Salem, NC
Darda Financial
Perry C
Series 66
Winston Salem, NC
Grand Street Capital Management, L.L.C.
Brett N
Series 65
Winston Salem, NC
Kensington Financial Group, Inc.
Tyler S
CFP®, Series 66
Winston Salem, NC
Dixon and Company Wealth Management, LLC
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