# Nicholas Letter

> Nicholas Letter is a fee-only financial advisor at Advisors Management Group in Green Bay, Wisconsin. Nicholas charges a percentage of assets and an ongoing planning fee and focuses on tax planning and small business owners.

Page: https://find.wellspent.co/advisors/nicholas-letter/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Advisors Management Group
- **Based in:** Green Bay, Wisconsin
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $819.6M across 4,960 accounts
- **Specialties:** Tax planning, Small business owners
- **Works with:** Retirees, Pre-retirees
- **CRD:** 3204542 (https://adviserinfo.sec.gov/individual/summary/3204542)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 66 (2006)
- **Firm size:** 17 employees
- **Disclosures:** None reported
- **Website:** https://www.advisorsmanagement.com

## Frequently asked questions

### Is Nicholas Letter a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Advisors Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Nicholas charge for financial advice?

Nicholas charges a percentage of assets and an ongoing planning fee.

### Does Nicholas work with clients virtually?

Yes. Advisors Management Group says on its website that it works with clients remotely.

### Where is Nicholas Letter based?

Nicholas Letter is based in Green Bay, Wisconsin.

### What does Nicholas specialize in?

Nicholas's specialties include tax planning and small business owners. Nicholas works with retirees and pre-retirees.

### Is Nicholas Letter registered with the SEC?

Yes. Nicholas Letter is registered as an investment adviser representative in WI (CRD 3204542), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Advisors Management Group manage?

Advisors Management Group reports $819.6M across 4,960 accounts in assets under management.

### How do I contact Nicholas Letter?

Through Nicholas's website, www.advisorsmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3204542): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://advisorsmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.