# Dan Stous

> Dan Stous is a fee-only financial advisor at Flagstone Financial Management in Lincoln, Nebraska, who holds the CFP and MBA credentials. Dan focuses on retirement planning, founders (pre-exit) and tax planning. Flagstone Financial Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/dan-stous/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Flagstone Financial Management
- **Based in:** Lincoln, Nebraska
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $467.8M across 353 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Retirement planning, Founders (pre-exit), Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees, Retirees, Founders
- **CRD:** 6839094 (https://adviserinfo.sec.gov/individual/summary/6839094)
- **SEC registration:** Investment adviser representative in NE
- **Exams passed:** Series 65 (2017)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://flagstonefm.com

## Frequently asked questions

### Is Dan Stous a fee-only financial advisor?

Yes. Dan Stous is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Dan's firm.

### How does Dan charge for financial advice?

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

### Where is Dan Stous based?

Dan Stous is based in Lincoln, Nebraska.

### What does Dan specialize in?

Dan's specialties include retirement planning, founders (pre-exit), tax planning and estate & legacy planning. Dan works with pre-retirees, retirees and founders.

### What credentials does Dan Stous hold?

Dan Stous holds the CFP and MBA credentials.

### Is Dan Stous registered with the SEC?

Yes. Dan Stous is registered as an investment adviser representative in NE (CRD 6839094), per SEC Investment Adviser Public Disclosure data as of October 27, 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 Dan Stous?

Through Dan's website, flagstonefm.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/dan-stous-11025): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://flagstonefm.com/): specialties, clients served, and fees, checked October 28, 2026

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