Firm
J. Mark Nickell &
Brentwood, Tennessee
Fee-only
J. Mark Nickell & at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 49 individual clients, 43 of them high net worth.
- Its average account is about $842,000 (assets it manages divided by its 174 accounts).
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Brentwood, Tennessee |
|---|---|
| Website | jmarknickell.com |
| Phone | (615) 371-6622 |
J. Mark Nickell & fees
J. Mark Nickell & doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $146 million |
| Individual clients | 6 |
| High-net-worth clients | 43 |
| Accounts managed | 174 |
| Employees | 3 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-121304) |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 111635 |