VIRTUE WEALTH COUNSEL, LLC
Omaha, NE
AUM
$30.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
402-676-2477
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
77 advisers found
EVERGREEN CAPITAL MANAGEMENT INC
Omaha, NE
AUM
$30.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
402-392-1220
CARLSON WEALTH, LLC
Omaha, NE
AUM
$29.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
402-999-7513
ILS FINANCIAL, LLC
Omaha, NE
AUM
$12.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
402-204-0230
ADAPTIVE ADVICE, LLC
Omaha, NE
AUM
$8.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
402-281-2486
WELL ADVISED, LLC
Omaha, NE
AUM
$6.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(402) 397-5033
VOGEL WEALTH MANAGEMENT, LLC
Omaha, NE
AUM
$5.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; REFERRAL FEES
402-597-2304
TURNER FINANCIAL
Omaha, NE
AUM
$5.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
402-578-0300
AUM
—
Institutional
Team
1 advisors
Clients
0
Fees
Fixed fees
402-391-6356
LEGACY ESTATE PLANNING GROUP, INC.
Omaha, NE
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges · Fixed fees +1 more
402-614-9489
MOYER FINANCIALS LLC
Omaha, NE
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
402-996-1111
THE PREMIER ADVISORY GROUP, LLC
Omaha, NE
AUM
—
Team
4 advisors
Clients
—
Fees
Fixed fees; REFERRAL FEES
402-557-6730
CARSON GROUP INVESTING
Omaha, NE
AUM
$2.05B
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
402-334-6270
Full profileNo website
THE MAGNOLIA GROUP, LLC
Omaha, NE
AUM
$710.6M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
402-509-8456
Full profileNo website
WALNUT PRIVATE EQUITY PARTNERS, LLC
Omaha, NE
AUM
$172.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
402-991-2201
Full profileNo website
AGMAN CAPITAL
Omaha, NE
AUM
$140.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(574) 607-7329
Full profileNo website
AUM
$52.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
402-305-5165
Full profileNo website
EXECUTIVE WEALTH PARTNERS
Omaha, NE
AUM
$18.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
402-991-1700
Full profileNo website