Nicholas Letter
Advisors Management Group · Green Bay, Wisconsin
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Advisors Management Group |
|---|---|
| Based in | Green Bay, Wisconsin |
| Fee model | Percentage of assets · Ongoing planning fee |
| Works virtually | Yes |
| Assets under management | $819.6M across 4,960 accounts |
| SEC registration | Investment adviser representative in WI · CRD 3204542 |
| Exams passed | Series 66 (2006) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.advisorsmanagement.com |
How Nicholas's firm compares
- Advisors Management Group's average account is about $165,000, from its Form ADV (assets managed divided by 4,960 accounts).
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Questions about Nicholas
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.
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
- Advisors Management Group 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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