Summary

Ryan Sterling, a Chartered Financial Analyst from Vanderbilt University, brings over 20 years of wealth management expertise through his MBA and experience as a child actor and SAG cardholder. James Bashall, a Certified Financial Planner and CPA, has spent 10 years in financial services and wealth management and has traveled to 5 continents. William Toczylowski, a Certified Financial Planner, holds 10 years of wealth management experience and is a former high school soccer state champion. Tracey Rinaldi, an MBA graduate from University at Buffalo Law School, has served as an Ambassador to Women in Financial Markets and serves as a Board Member of the Deans Advisory Council for University at Buffalo Law School.

Mike Letzter, a Chartered Accountant with 8 years of wealth management and a tenure of 3 years in accounting at the University of Wisconsin - Madison, focuses on mentoring 500K individuals through world-class obstacle course events. Peter McGinley, a Certified Public Accountant and 10 years in wealth management from Providence College, teaches a Maximum Advisory Fee of 0.9% of assets under management for clients over 100,000 to invest. Nick Churkovich, a Chartered Accountant and 8 years in wealth management with 3 years in accounting at Monash University, encourages clients to keep more of their money and is an avid tennis player and film photographer. Michael Fishman, a Certified Public Accountant with a Masters in Personal Financial Planning from Bentley University, shares his passion for being outdoors, sports, yoga, skiing, and cooking. Josh Rubin, a Certified Financial Planner from Syracuse University, is a collegiate soccer player who empowers over 4 years of wealth management through charity and community service.

Peter McGinley emphasizes the benefit of maximum advisory fees for larger investments, stating that the fee drops as the principal amount grows while the percentage remains constant. Mike Letzter and Ryan Sterling offer guidance to their clients, ensuring that their wealth grows responsibly and efficiently through specialized programs. James Bashall and Tracey Rinaldi also highlight the importance of financial literacy in maintaining wealth. William Toczylowski and Michael Fishman encourage active living and physical activity as healthy investment practices. The final points from this list illustrate how diverse individuals across various backgrounds can use their knowledge to help others.

Title

NerdWallet Wealth Partners: Fee-Only Financial Advisor | Meet Virtually

Description

NerdWallet Wealth Partners is a fiduciary online financial advisor, offering low-cost, comprehensive financial advice and investment management.

Keywords

wealth, management, partners, clients, years, planning, university, goals, well, have, does, plan, make, planner, assets, work, future

NS Lookup

A 172.64.152.148, A 104.18.35.108

Dates

Created 2026-04-15

Updated 2026-04-15

Summarized 2026-04-20