Firm
Nikulski Financial, Inc.
Bettendorf, Iowa
Fee-only
Nikulski Financial, Inc. at a glance
- One of 62 fee-only firms based in Iowa in the Wellspent graph.
- 8 advisors are listed here; 3 of 8 hold the CFP.
- Its Form ADV reports 10 employees and 468 individual clients, 116 of them high net worth.
- Its average account is about $945,000 (assets it manages divided by its 475 accounts).
Facts
| Based in | Bettendorf, Iowa |
|---|---|
| [email protected] | |
| Phone | (563) 344-0118 |
Nikulski Financial, Inc. fees
Nikulski Financial, Inc. 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 | $449 million |
| Individual clients | 352 |
| High-net-worth clients | 116 |
| Accounts managed | 475 |
| Employees | 10 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-109933) |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 151569 |