Nick Reilly, CFP®, CDAA One Day Advice
About Nick Reilly, CFP®, CDAA
You can read about his full financial planning journey on his website: OneDayAdvice.com/nickreilly
Nick founded One Day Advice so that he could combine his experience and background as a Certified Financial Planner™ and Certified Digital Asset Advisor, with his passion for technology and helping others achieve more out of life.
His mission revolves around enriching the lives of those he works with by empowering them to take control of their finances and freeing them to live the life they want.
Nick loves the opportunity to educate the clients he works with and has a gift for breaking down financial concepts in an easily digestible way. Through his podcast, the One Day Advice Podcast, he provides listeners a behind-the-scenes look into the financial services industry, while giving timely advice around their personal finances.
Nick has experienced many parts of the financial services industry. He’s worked as a financial advisor at a large brokerage firm (Long-story-short, he didn’t feel he could best serve his clients under a large company’s umbrella with so many conflicts of interest). He’s also worked with a large independent registered investment advisor, where he personally met with and performed financial planning for the ultra-wealthy (Fortune 100 executives, angel investors, and highly successful leaders in technology). He worked with their CPA’s around tax preparation and tax strategies, their attorneys for estate planning and formulating trusts, provide cash flow management, and guidance around insurance and wealth management. While he enjoyed gaining the experience working with these types of clients, he wanted the chance to work more with people who were in the earlier part of the wealth-building stage of their lives where his advice could have the longest and deepest impact.
Nick has also worked in the tech sector, so he actually understands what it’s like to work within a tech firm and loves to utilize his knowledge and experience in the field with the tech professionals he works with.
One Day Advice was established to help people build and manage their wealth through the digital age. The digital age is an exciting time full of great potential, however, it has created a higher sense of anxiety and financial complexity. We filter out what’s important, simplify your finances, and guide you along the path to financial freedom.
Outside of work, Nick loves to spend time with his wife Andreea and mini-Goldendoodle, Oslo. Nick is a perpetual learner, and will likely be found with a book in his hand. Depending on the season, you’ll find him mountain biking, skiing, snowboarding, hiking, wake surfing, or at the gym lifting weights and playing basketball.
- Gen Y/Millennials
- Technology Professionals
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Assets Under Management
- Monthly Fee: $250+/mo
- Quarterly Fee: $1000+/qtr
- Flat Fee: $5000+/engagement
- Hourly Fee: $300+/hr
- Assets Under Management: 0.79%