AUM
—
Institutional
Team
1 advisors
Clients
0
Fees
Fixed fees
402-391-6356
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
119 advisers found
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
P23 FINANCIAL, INC
Lincoln, NE
AUM
—
Financial Planning
Team
1 advisors
Clients
0
Fees
Fixed fees; REFERRAL FEES
402-486-3777
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
THE PREMIER ADVISORY GROUP, LLC
Omaha, NE
AUM
—
Team
4 advisors
Clients
—
Fees
Fixed fees; REFERRAL FEES
402-557-6730
WHITETAIL ROCK CAPITAL MANAGEMENT, LLC
Lincoln, NE
AUM
$3.28B
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
402-458-2243
Full profileNo website
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
AUM
$301.2M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
402-289-3217
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
ALLSTATE FINANCIAL ADVISORS, LLC
Lincoln, NE
AUM
$142.4M
Wealth Mgmt
Team
341 employees
Clients
0
Fees
THIRD PARTY ADVISORY FEES
877-232-2142
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
Full profileNo website
Full profileNo website
SKYLINE WEALTH MANAGEMENT
Hastings, NE
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
402-303-8424
Full profileNo website
Full profileNo website
THOMAS JACKSON FAMILY OFFICE, INC.
Omaha, NE
AUM
—
Fee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Hourly charges; REFERRAL FEES/SHARES IN FEES CHARGED BY OTHER ADVISERS
402-681-3060
Full profileNo website
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
402-808-2020
Full profileNo website
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