William Nickles
Yellow DOG Financial · Bolton, Massachusetts
William Nickles is a fee-only financial advisor at Yellow DOG Financial in Bolton, Massachusetts. Yellow DOG Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Yellow DOG Financial |
|---|---|
| Based in | Bolton, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $25.7M across 90 accounts |
| SEC registration | Investment adviser representative in GA, MA · CRD 2774360 |
| Exams passed | Series 63 (1996) · Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.yelllowdogfinancial.com |
How William's firm compares
- Yellow DOG Financial's average account is about $285,000, from its Form ADV (assets managed divided by 90 accounts).
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Questions about William
Is William Nickles a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Yellow DOG Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Yellow DOG Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Nickles based?
William Nickles is based in Bolton, Massachusetts.
Is William Nickles registered with the SEC?
Yes. William Nickles is registered as an investment adviser representative in GA and MA (CRD 2774360), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Yellow DOG Financial manage?
Yellow DOG Financial reports $25.7M across 90 accounts in assets under management.
How do I contact William Nickles?
Through William's website, www.yelllowdogfinancial.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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