Nicholas Yeakle
Timonier · Winston Salem, North Carolina
Nicholas Yeakle is a fee-only financial advisor at Timonier in Winston Salem, North Carolina. Timonier reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Timonier |
|---|---|
| Based in | Winston Salem, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $450.3M across 707 accounts |
| SEC registration | Investment adviser representative in NC · CRD 6455373 |
| Exams passed | Series 65 (2021) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.timonier.com |
How Nicholas's firm compares
- Timonier's average account is about $637,000, from its Form ADV (assets managed divided by 707 accounts).
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Questions about Nicholas
Is Nicholas Yeakle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Timonier 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's firm, Timonier, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nicholas Yeakle based?
Nicholas Yeakle is based in Winston Salem, North Carolina.
Is Nicholas Yeakle registered with the SEC?
Yes. Nicholas Yeakle is registered as an investment adviser representative in NC (CRD 6455373), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Timonier manage?
Timonier reports $450.3M across 707 accounts in assets under management.
How do I contact Nicholas Yeakle?
Through Nicholas's website, www.timonier.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
- 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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