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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NE
80 advisers found
PARADIGM WEALTH MANAGEMENT
Lincoln, NE
AUM
$116.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
531-333-2728
FINANCIAL DESIGN GROUP, LLC
Lavista, NE
AUM
$113.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
402-509-2250
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
MJB FINANCIAL PLANNING
Lincoln, NE
AUM
$60.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
402-413-1097
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
PLANVEST, LLC
Blair, NE
AUM
$46.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
402-426-9833
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
SPIEHS WEALTH MANAGEMENT, INC.
Grand Island, NE
AUM
$32.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
308-675-1385
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
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
PLAINS ADVISORY LLC
Grand Island, NE
AUM
$28.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
308-210-7071
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
MAXUS WEALTH MANAGEMENT LLC
Seward, NE
AUM
$5.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
402-400-5665
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
ECHO FINANCIAL LLC
Arnold, NE
AUM
$3.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
308-848-2244