Nicolette Financial Advisors LLC

Overview

Nicolette Financial Advisors LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and offers other financial product sales. Its fee approach is non-transactional: fixed-fee and hourly engagements rather than asset-based advisory fees. The adviser does not report acting as a capital allocator, does not engage in ESG investing, and is not structured as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives