Nicolette Financial Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$200/hr

“Clients will be billed at a rate of $150 - $200 per hour depending upon the complexity of the services requested, plus pay any costs incurred on the client's behalf.”

Quarterly fee

$150/qtr

“If AUM is under $150,000, Nicolette Financial will charge a minimum Investment Advisory fee of $150 per quarter.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Nicolette Financial Advisors LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fee rate is negotiable based on the particular complexity of the services requested.”
• “The remaining fee will be billed at the completion of the project.”
• “If the client decides to terminate his or her relationship with Nicolette Financial, the client will incur a pro-rata charge for bona fide financial planning and/or consulting services rendered prior to such termination.”

How Nicolette Financial Advisors LLC’s fees compare

• Its hourly rate of $150-$200 is below the Virginia median of $260. 12% of the 203 other Virginia planners that publish an hourly rate charge less.
• None of the 4 other planners in Charlottesville that publish an hourly rate charge less.

About Nicolette Financial Advisors LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and EA.
• Registered as an adviser: 2008 (18 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.6% a year

Clients

33

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$25,911,666

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

146429

Website

nicolettefinancial.com (opens in new tab)

Phone

(703) 727-2717

Can advise clients in 2 states: North Carolina, Virginia

Other planners in Charlottesville that publish fees

• Aria Wealth PartnersCharlottesville$2,500⁠-⁠$10,000
• Broadpark Advisors, LLCCharlottesville$250/hr, $300
• High Top Growth PartnersCharlottesville$500/hr, $10,000
• Marotta Wealth Management, Inc.Charlottesville$500/hr, $1,000/qtr
• Miller Asset Solutions LLCCharlottesville$1,000/yr
• Rede Wealth, LLCCharlottesvilleUp to $10,000/yr

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