IAMS WEALTH MANAGEMENT, LLC
Omaha, NE
AUM
$397.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
53 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
(888)255-7670
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
77 advisers found
MOREY & QUINN WEALTH PARTNERS
Omaha, NE
AUM
$373.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(402) 502-9900
PFLUG KOORY, LLC
Omaha, NE
AUM
$347.0M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
402-691-0988
CORNERSTONE FINANCIAL GROUP,LLC
Omaha, NE
AUM
$292.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
402-758-0700
HILEY HUNT WEALTH MANAGEMENT, INC.
Omaha, NE
AUM
$289.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
402-504-9347
INTERALPEN PARTNERS, LLC
Omaha, NE
AUM
$273.7M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
402-933-1223
AUM
$258.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
402-391-1021
BAZIS PRIVATE WEALTH, LLC
Omaha, NE
AUM
$244.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
402-965-3334
REVOLUTION CAPITAL, LLC
Omaha, NE
AUM
$241.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
402-933-3371
TRUE MEASURE WEALTH MANAGEMENT
Omaha, NE
AUM
$241.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
402-342- 1400
KEYSTONE FINANCIAL SERVICES, LLC
Omaha, NE
AUM
$240.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(402) 392-1212
BLUE CAPITAL
Omaha, NE
AUM
$200.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(402) 932-0131
PANORAMA POINT PARTNERS, LLC
Omaha, NE
AUM
$178.1M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
402-933-1280
AUM
$171.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(402) 884-1320
INTENTIONAL RETIREMENT, LLC
Omaha, NE
AUM
$150.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
402-885-9090
FAIRWAY ASSET MANAGEMENT, LLC
Omaha, NE
AUM
$117.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
(402) 932-4630
CONVERGENCE ADVISORY GROUP
Omaha, NE
AUM
$104.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
402-991-5600
SANDERS RETIREMENT PLANNING LLC
Omaha, NE
AUM
$62.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
402-933-4101
CWS WEALTH PARTNERS
Omaha, NE
AUM
$62.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
402-999-2116
CLARK WEALTH STRATEGIES, INC
Omaha, NE
AUM
$53.0M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; CONSULTING FEES
402-504-3531
TECKMEYER FINANCIAL SERVICES, L.L.C.
Omaha, NE
AUM
$51.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
402-331-8600
LEXUS WEALTH MANAGEMENT
Omaha, NE
AUM
$42.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
402-454-7222
GUIDE ROCK CAPITAL MANAGEMENT, INC.
Omaha, NE
AUM
$41.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
402-938-6700
AUM
$32.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
285 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
402-351-3102