Learn

About

Learn

About

FinanceHQ uses information obtained through public records from this advisor's or firm's publicly available ADV filings to provide the information on this listing, which it may summarize in an "About" paragraph. Profiles that include a "FinanceHQ Network Member" badge are updated upon verification and reviewed annually for accuracy. Members of FinanceHQ's Advisor Network include firms and advisors that have a business relationship with FinanceHQ and FinanceHQ may receive compensation from such advisors and firms for referring leads. Members of FinanceHQ's Advisor Network may contribute to information contained on their profiles, including in the "About" paragraph.

Home / Financial Advisors

Updated September 27, 2023

Bill Nickles

Accredited Investment Fiduciary Analyst

FinanceHQ Network Member

LocationBoston, MA

Years of experience27 years experience

LocationBoston, MA

Years of experience27 years experience

About Bill Nickles

Bill Nickles is a seasoned financial professional with over two decades of experience in the industry. Holding a degree in Economics from Clemson University, Bill's journey in the financial services sector began in 1996. Throughout his career, he has successfully guided numerous individuals, families, and businesses toward their financial goals. With a deep commitment to transparency and fiduciary standards, Bill founded Yellow Dog Financial in 2008 to provide clients with comprehensive financial planning and evidence-based investment strategies. His expertise in tax management, retirement planning, and wealth building makes him a trusted partner for clients seeking a clear and effective path to financial success.

Pricing options

Monthly Fee

Flat Fee

Hourly Fee

Assets Under Management

Pricing options

Monthly Fee

Flat Fee

Hourly Fee

Assets Under Management

Regulatory filings

Advisor Registration

Areas of specialty

Tax Planning

Retirement Planning

Estate Planning

Investment Management

More about Bill Nickles

Designations	Company name	Works with clients in	Custodian firms
AIFA	Yellow Dog Financial	CT, RI, MA, NH, VT, ME and MA	Betterment for Advisors, SSG

Designations	Company name
AIFA	Yellow Dog Financial

Works with clients in	Custodian firms
CT, RI, MA, NH, VT, ME and MA	Betterment for Advisors, SSG

Let us match you with a financial advisor

Secure your future and achieve your goals with a free match
to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Bill Nickles.

Let us match you with a financial advisor

Pricing options

Monthly Fee

Flat Fee

Hourly Fee

Assets Under Management

Regulatory filings

Advisor Registration

Are you a financial advisor?Join us

Company

Home

Who we are

Find financial advisors

Legal

Disclosures and Disclaimers

Social

The services of FinanceHQ, LLC ("FinanceHQ”) include providing general information, which is not intended as financial advice, and referring users to registered third-party financial advisors who have agreed to be matched to users of our website (our “Advisor Network”). FinanceHQ does not review the ongoing performance of any Advisor, participate in the management of any user's account by an Advisor, or provide advice regarding specific investments. We do not manage client funds or hold custody of assets. We may receive compensation for matching users to members of our Advisor Network, and this can affect the matches we present to our users.

Nothing in our service involves an offer to buy or sell any security or interest. If you choose to work with a registered financial advisor that we match you with, any investment advice they provide is offered entirely by them, without input from us. All investing involves risk, including loss of principal. Working with an advisor may come with potential downsides such as payment of fees (which may reduce returns). There are no guarantees that working with an advisor will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.