Nick Tilli

Grounded Wealth

601 Carlson Pkwy #1050

Minnetonka, MN 55305

952-836-6063

How to Thrive Financially for a life well lived.

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.

See Disclosures

General Information

Firm Start Year

CRD#

5599495

Firm CRD#

314801

Years of Experience in Financial Services

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)

Can meet clients in the following ways

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

Compliance

Registered Investment Advisor

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

100000

Compensation Methods

Based on Assets, Hourly, Flat Fee

Fee % Based on Assets

.85%

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