Alan Nicolette
Nicolette Financial · Charlottesville, Virginia
Alan Nicolette is a fee-only financial advisor at Nicolette Financial in Charlottesville, Virginia, who holds the CFP credential. Alan focuses on retirement planning, tax planning and estate & legacy planning. Nicolette Financial reports charging hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Nicolette Financial |
|---|---|
| Based in | Charlottesville, Virginia |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Fees (firm's website) | No asset minimum |
| Assets under management | $25.9M across 104 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, VA · CRD 5485469 |
| Exams passed | Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.nicolettefinancial.com |
| Profile |
How Alan's firm compares
- Nicolette Financial's average account is about $249,000, from its Form ADV (assets managed divided by 104 accounts).
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Questions about Alan
Is Alan Nicolette a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alan holds no broker registration, and Nicolette Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alan charge for financial advice?
Alan's firm, Nicolette Financial, reports charging hourly fees and fixed fees on its SEC Form ADV.
How much does Alan charge?
According to Nicolette Financial's website, checked October 30, 2026: no asset minimum.
Where is Alan Nicolette based?
Alan Nicolette is based in Charlottesville, Virginia.
What does Alan specialize in?
Alan's specialties include retirement planning, tax planning, estate & legacy planning and small business owners.
What credentials does Alan Nicolette hold?
Alan Nicolette holds the CFP credential.
Is Alan Nicolette registered with the SEC?
Yes. Alan Nicolette is registered as an investment adviser representative in NC and VA (CRD 5485469), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Nicolette Financial manage?
Nicolette Financial reports $25.9M across 104 accounts in assets under management.
How do I contact Alan Nicolette?
Through Alan's website, www.nicolettefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Nicolette Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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