Clayton Finck
Pittenger & Anderson · Lincoln, Nebraska
Clayton Finck is a fee-only financial advisor at Pittenger & Anderson in Lincoln, Nebraska. Clayton charges a percentage of assets (1% a year on the first tier of assets managed and typically works with clients with $1,000,000 or more) and focuses on retirement planning and founders (pre-exit).
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Specialties
Who they serve
- Retirees
- Founders
Facts
| Firm | Pittenger & Anderson |
|---|---|
| Based in | Lincoln, Nebraska |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $3.03B across 2,261 accounts |
| SEC registration | Investment adviser representative in NE · CRD 8290894 |
| Exams passed | Series 65 (2026) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | pittand.com |
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Questions about Clayton
Is Clayton Finck a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Clayton holds no broker registration, and Pittenger & Anderson reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Clayton charge for financial advice?
Clayton charges a percentage of assets.
How much does Clayton charge?
According to Pittenger & Anderson's website, checked October 30, 2026: 1% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more.
Where is Clayton Finck based?
Clayton Finck is based in Lincoln, Nebraska.
What does Clayton specialize in?
Clayton's specialties include retirement planning and founders (pre-exit). Clayton works with retirees and founders.
Is Clayton Finck registered with the SEC?
Yes. Clayton Finck is registered as an investment adviser representative in NE (CRD 8290894), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pittenger & Anderson manage?
Pittenger & Anderson reports $3.03B across 2,261 accounts in assets under management.
How do I contact Clayton Finck?
Through Clayton's website, pittand.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
- Pittenger & Anderson website : specialties, clients served, and fees, checked October 30, 2026
- 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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