VETTED

Nick Tilli

CFP^®

Tel: 952-836-6063 601 Carlson Pkwy #1050 Minnetonka, MN 55305

How to Thrive Financially for a life well lived.

About Nick Tilli

Nicholas Tilli is a fee-only financial planner located in Minnetonka, MN meeting with clients throughout Minneapolis and the midwest (face to face or virtual).

Tilli Wealth Management works with Fortune 500 professionals, folks nearing or in retirement, and those with equity compensation in pre- and post-IPO companies.

As a fee-only, fiduciary, and independent financial advisor, Nicholas Tilli is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

About Grounded Wealth

Grounded Wealth is a registered investment advisory firm that manages financial lives across seven Practice Domains not just portfolios. We pair each household with a CFP advisor who coordinates investments, tax strategy, estate planning, risk management, and cash flow into a single, intentional system called the Grounded Flow. Our four advisory tiers serve families from early accumulation through multi-generational wealth, and we never charge more than 0.85% AUM. Grounded Wealth is the advisory arm of the Grounded ecosystem, where a book, an academy, a financial app, and a professional practice all grow from the same tree.

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General Information

Number of Years with Current Firm:

Work Experience:

Nick spent the bulk of his career working for Fidelity Investments working with individuals and families to create and maintain financial plans. Led by a desire to operate underneath the fiduciary standard, Nick left to join the ranks of the Registered Investment Advisors (RIA's) who operate under the fiduciary standard, committed to putting the client's interest first. Nick served as the Director of the Private Client Group for a top 100 accounting firm, overseeing a team of advisors and responsible for the strategy and execution of the division. Led by a strong desire to always do what's right for clients and the need to create a service model that delivers more value than what is currently being offered in the marketplace meant the only way to do that was to establish Grounded Wealth

Work with the following types of clients:

Businesses, Individual Investors

Advisory Services Provided:

Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Risk Management

Services

Investment Types:

Bonds, Alternative Investments, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Options & Futures, Mutual Funds, Stocks, Socially Responsible Investments (SRI)

I provide a free initial consultation:

Yes

Preferred meeting methods

Can meet clients in the following ways:

Your Office, Email, Phone, Our Office, Your Home, Video Conference

Compensation and Fees

Fee Structure:

Fee-Only

Minimum Portfolio Size for New Managed Accounts:

100000

Compensation Methods:

Based on Assets, Hourly, Flat Fee