CAMBRIDGE ADVISORS INC
Omaha, NE
AUM
$693.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
402-697-1166
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NE
90 advisers found
AUM
$668.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
321-543-1099
AUM
$665.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM
402-991-3388
SMART WEALTH, LLC
Omaha, NE
AUM
$632.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
17 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
402-369-7777
STEVENS CAPITAL PARTNERS
Omaha, NE
AUM
$600.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
402-251-5800
SEQUENT PLANNING, LLC
Omaha, NE
AUM
$589.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
76 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
402-953-3544
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
WESTCHESTER CAPITAL MANAGEMENT INC
Omaha, NE
AUM
$556.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
402-392-2418
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
AUM
$428.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
402-392-2606
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
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
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
HBE WEALTH MANAGEMENT, LLC
Lincoln, NE
AUM
$277.4M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM
402-423-4343
AUM
$258.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
402-391-1021