Ava Heyne
Flagstone Financial Management · Lincoln, Nebraska
Ava Heyne is a fee-only financial advisor at Flagstone Financial Management in Lincoln, Nebraska. Flagstone Financial Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Flagstone Financial Management |
|---|---|
| Based in | Lincoln, Nebraska |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $467.8M across 353 accounts |
| SEC registration | Investment adviser representative in NE · CRD 8314880 |
| Exams passed | Series 65 (2026) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.flagstonefm.com |
How Ava's firm compares
- Flagstone Financial Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 353 accounts).
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Questions about Ava
Is Ava Heyne a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ava holds no broker registration, and Flagstone Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ava charge for financial advice?
Ava's firm, Flagstone Financial Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ava Heyne based?
Ava Heyne is based in Lincoln, Nebraska.
Is Ava Heyne registered with the SEC?
Yes. Ava Heyne is registered as an investment adviser representative in NE (CRD 8314880), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Flagstone Financial Management manage?
Flagstone Financial Management reports $467.8M across 353 accounts in assets under management.
How do I contact Ava Heyne?
Through Ava's website, www.flagstonefm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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