PRAIRIE WEALTH ADVISORS, INC.
Omaha, NE
AUM
$558.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
402-505-6810
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NE
80 advisers found
OLDFATHER FINANCIAL SERVICES
Kearney, NE
AUM
$556.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
308-237-4571
ARKFELD WEALTH STRATEGIES, L.L.C.
Omaha, NE
AUM
$538.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
402-933-1970
FLAGSTONE FINANCIAL MANAGEMENT, LLC
Lincoln, NE
AUM
$467.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
402-413-0440
FIRST NEBRASKA FINANCIAL SERVICES
North Platte, NE
AUM
$458.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
(308) 534-1322
ARNOLD WEITZ & CO
Elkhorn, NE
AUM
$438.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
402-392-2244
PLAN A WEALTH, LLC
Lincoln, NE
AUM
$433.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
402-975-8008
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
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
STONEBRIDGE WEALTH SYSTEMS LLC
Kearney, NE
AUM
$369.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
308-698-0144
WEALTH ADVISORS NETWORK, INC.
Hastings, NE
AUM
$300.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; REFERRAL FEES FROM THIRD PARTY MONEY MANAGER
402-463-6769
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
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
R2 WEALTH MANAGEMENT PARTNERS
Lincoln, NE
AUM
$236.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
402-489-9375
CAPITAL CONSULTING & ASSET MANAGEMENT
Lincoln, NE
AUM
$218.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
402-477-2500
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
LEIBMAN FINANCIAL SERVCES, INC.
Louisville, NE
AUM
$173.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
(402) 234-2337
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