Nicholas Meriwether
Nicholas Meriwether is a ChFC-designated registered investment advisor at Financial Planning Center, LLP, based in Clarksville, TN, with 28 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Financial Planning Center does not directly manage your investments. Instead, they recommend third-party money managers. If you use one of these managers, you'll pay them a fee based on the value of your investments. Financial Planning Center receives a portion of that fee as a referral fee. For example, if you use Gradient Investments, you'll pay between 1.00% and 1.80% annually, depending on the portfolio type. Financial Planning Center receives 0.60% to 1.00% of that fee, and Gradient Investments receives the rest. If you use Absolute Capital Management, the maximum annual advisory fee is 2.00%, with Financial Planning Center receiving up to 1.60% and Absolute Capital Management retaining the rest.
Location
662 Sango Road, Suite B, Clarksville, TN, 37043
Get directionsHistory
Regulatory History (1)
Regulatory
July 2020Other Business ActivitiesSells Insurance
Nicholas is involved in insurance services through Financial Planning Center since 2007, dedicating about half of his time. He is also self-employed in insurance services since 1980, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Financial Planning Center, LLP
Previous Registrations
Evolve Securities, INC.
Evolve Securities, INC.Broker
U.s.-Worldwide Financial Services, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.