Fee-only adviser · Green Bay, WI
Nicolet Wealth Management
Nicolet Wealth Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Green Bay, Wisconsin. On its latest Form ADV, filed March 31, 2026, it reports $4.3B in regulatory assets under management, 3,791 individual clients and 45 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 283940 · SEC file 801-108012 |
| Office | 111 N. Washington Street Green Bay, WI 54301 |
| Phone | (920) 430-1400 |
| Website | www.nicoletbank.com/WEALTH-MANAGEMENT |
| Regulatory assets under management | $4.3B ($4.3B discretionary) |
| Individual clients | 3,179 non-high-net-worth, 612 high-net-worth |
| Financial planning clients | More than 500 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 75 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Green Bay
- Titletown Wealth Management, LLC $150M
- Macco Financial Group, Inc. $278M
- Melotte Financial Advisors $98M
- Transform Retirement $18M
- Barington Capital Management, LLC $47M
See all 6 fee-only advisers in Green Bay →
Nearby
- De Pere 1 firm
- Hobart 1 firm
- Little Suamico 1 firm
- Casco 1 firm
- Appleton 14 firms
- Menasha 1 firm
- Two Rivers 1 firm
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