Advisor at Total Clarity Wealth Management, Inc
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.
Location
Hollis, NH
Credentials
CFP®, Series 65
Industry experience
5 years
Nicole Piton is a CFP® with five years of industry experience, currently serving as an advisor at Total Clarity Wealth Management, Inc. since 2020. She also owns and operates Healthy Pet Care Market Co., a business she has managed since 2004. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, and specialized advisory services, employing a range of investment strategies from conservative wrap programs to an actively traded PreActive strategy for sophisticated investors.
Based on Total Clarity Wealth Management, Inc
Based on Total Clarity Wealth Management, Inc
Based on Total Clarity Wealth Management, Inc
Fixed fees from $250 to $5,000 for financial planning; retainer fees from $250 to $50,000 annually for ongoing services
$0 - $50,000: 2.75% (Vision Accounts), 2.50% (Value Accounts) $50,001 - $100,000: 2.75% (Vision Accounts), 2.50% (Value Accounts) $100,001 - $250,000: 2.75% (Vision Accounts), 2.50% (Value Accounts) $250,001 - $500,000: 2.50% (Vision Accounts), 2.25% (Value Accounts) $500,001 - $1,000,000: 2.00% (Vision Accounts), 1.75% (Value Accounts) $1,000,001 - $3,000,000: 1.75% (Vision Accounts), 1.50% (Value Accounts) $3,000,001 - $5,000,000: 1.75% (Vision Accounts), 1.50% (Value Accounts) $5,000,001+: 1.75% (Vision Accounts), 1.50% (Value Accounts) $0 - $500,000: 2.50% (PreActive Accounts) $500,001 - $1,000,000: 2.50% (PreActive Accounts) $1,000,001 - $3,000,000: 2.50% (PreActive Accounts) $3,000,001 - $5,000,000: 2.50% (PreActive Accounts) $5,000,001+: 2.50% (PreActive Accounts)
Commissions earned by dually-registered representatives on securities and insurance products sold outside advisory accounts
Up to $500/hour for financial planning and special projects
Account minimum: $10,000 for Vision and Value Accounts; $100,000 for PreActive Accounts (exceptions may be made) Fee-only: Hourly rates up to $500/hour; fixed fees ranging from $250 to $5,000 for planning; retainer fees from $250 to $50,000 annually
Hollis, NH
New Hampshire · Texas
Total Clarity Wealth Management, Inc.
2020 - Present (6 years)
PreActive Investments
2017 - Present (9 years)
Healthy Pet Care Market Co.
2004 - Present (22 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:
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:
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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