Advisor at Yellow Dog Financial, Inc.
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Firm
Yellow Dog Financial, Inc.
Location
Bolton, MA
Credentials
Series 63, Series 66
Industry experience
18 years
William Nickles is the sole advisor at Yellow Dog Financial, Inc., an independent firm based in Bolton, MA. He holds Series 63 and Series 66 licenses and has 18 years of experience in the financial industry, having been with Yellow Dog Financial since its founding in 2008. Yellow Dog Financial, Inc. manages approximately $21.2 million for around 60 clients, including individuals, high-net-worth clients, and employer plan sponsors. The firm employs a goal-based planning process with a focus on passive, benchmark-tracking investments and manages accounts primarily on a non-discretionary basis, combining comprehensive year-long financial planning with ongoing monthly support and retirement plan consulting.
$2,700 flat fee billed as 12 monthly installments of $225 for initial financial plan; Employee Benefit Plan Services billed as flat fee based on size and scope
$0 - $1,000,000: 1.00% annually $1,000,001+: 0.85% annually
$250 per hour in 10 minute increments
Bolton, MA
Georgia · Massachusetts
Yellow Dog Financial, Inc.
2008 - Present (18 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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
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