# Chantel Koerwitz

> Chantel Koerwitz 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.

Page: https://find.wellspent.co/advisors/chantel-koerwitz/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Flagstone Financial Management
- **Based in:** Lincoln, Nebraska
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $467.8M across 353 accounts
- **CRD:** 7603091 (https://adviserinfo.sec.gov/individual/summary/7603091)
- **SEC registration:** Investment adviser representative in NE
- **Exams passed:** Series 65 (2022)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://www.flagstonefm.com

## Frequently asked questions

### Is Chantel Koerwitz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Chantel 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 Chantel charge for financial advice?

Chantel's firm, Flagstone Financial Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Chantel Koerwitz based?

Chantel Koerwitz is based in Lincoln, Nebraska.

### Is Chantel Koerwitz registered with the SEC?

Yes. Chantel Koerwitz is registered as an investment adviser representative in NE (CRD 7603091), 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 Chantel Koerwitz?

Through Chantel's website, www.flagstonefm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7603091): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.