NicholasCantrell- Financial Advisor Worcester, MA

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About Nicholas Cantrell

Green Future Wealth Management Founder and President Nick Cantrell, CFP^®, ChFC^®, CLU^®, CSRIC^® has been recognized by Forbes as one of the Top Next-Gen Wealth Advisors in the United States. He founded Green Future Wealth Management to help individuals and organizations align their assets with their values through sustainable investing and planning. In addition to expertise in values-based investing, he is an expert at social security planning and advanced tax strategies for high net worth families. He writes for Newsweek.com on the intersection of sustainability and personal finance, and works to train other financial advisors on how to incorporate sustainability into their investment practice. He lives in Worcester with his wife and 4 young children.

See Disclosures

General Information

Firm Start Year

2020

No. of Employees

CRD#

5362436

Firm CRD#

39543

Insurance License#

1836837

Name of Broker/Dealer

Cambridge Investment Research

Name of Custodial Firm

Multiple

States Licensed in

AZ,CA,CO,CT,DC,FL,IL,IN,ME,MA,MI,NV,NH,NY,NC,OH,OR,RI,VT

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Nick Cantrell, CFP^®, ChFC^®, CLU^®, CSRIC^® has over 15 years of experience as a financial advisor, working with families, businesses, and organizations. He is the Founder and owner of Green Future Wealth Management, a firm dedicated to helping investors manifest their values in their financial lives, while planning for what is ahead. Areas of expertise include tax planning, retirement income planning, estate planning, and fully customizable socially responsible investing.

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Foreign Languages Serviced

English

Advisory Services Provided

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

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

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^®, CSRIC^®, ChFC^®, CLU^®

Securities Licenses

Series 6, Series 7, Series 63, Series 65, Series 66

Insurance and Annuity Licenses

Life, Variable Annuity, Long Term Care, Variable Life, Health, Annuity, Disability

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$110,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$60,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$5,000

Compensation Methods

Flat Fee, Commissions, Based on Assets

Fee % Based on Assets

Tiered Fee

Hourly Rate

$250

Additional Details on Charges

Our preferred way to work with clients is in a fee-based setting, charging a percentage of the assets we manage as a fiduciary. Our fee schedule is tiered, with prices declining as household assets grow. We do offer flat fee planning for limited engagements that are non-recurring. We have a tax preparation division that charges separately for preparing tax returns.

Minimum Fee Charged for Managed Accounts

Minimum Fee Charged for Hourly Planning Accounts

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891006/paladinregistry-Green-Future-Wealth-Management-detailed-disclosure.html

Disclaimer

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Green Future Wealth Management are not affiliated.

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Paladin Research Report For:

Nicholas Cantrell

Green Future Wealth Management