Nicolette Financial Advisors LLC

Overview

Nicolette Financial Advisors LLC is a small, independent registered investment adviser focused on serving individual and family clients as well as small-business owners. The firm provides financial planning and portfolio management, operating under an hourly and fixed-fee model rather than a percentage-of-assets approach. Its business activity includes sale of other financial products, which reflects a willingness to use products such as annuities alongside managed investments. Investment posture is equity-first: the firm’s stated preference is exchange-traded equities, and its reported asset mix is concentrated in listed securities and ETFs. Nicolette Financial Advisors manages client relationships on a non-discretionary basis, which means clients retain day-to-day execution authority while the adviser delivers planning and portfolio guidance. The firm is not positioned as an active ESG investor and does not present as a capital allocator or multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices