Firm
Nicolette Financial
Charlottesville, Virginia
Fee-only
Nicolette Financial at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 33 individual clients.
- Its average account is about $249,000 (assets it manages divided by its 104 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Charlottesville, Virginia |
|---|---|
| Website | nicolettefinancial.com |
| Phone | (703) 727-2717 |
Nicolette Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|
In the firm's words
"We do not require that you have a minimum amount of assets, income, or net worth." source
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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $26 million |
| Individual clients | 33 |
| Accounts managed | 104 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 14, 2026 |
| SEC record | CRD 146429 |