AUM
$32.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
285 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
402-351-3102
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NE
90 advisers found
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
SIPHERD WEALTH MANAGEMENT, LLC
Lincoln, NE
AUM
—
Financial PlanningTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Fixed fees; SELECTION OF OTHER ADVISERS FEES
(402) 488-5656
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
PreviousPage 4 of 4