Dan Stous
Flagstone Financial Management · Lincoln, Nebraska
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Founders
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 |
| Assets under management | $467.8M across 353 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in NE · CRD 6839094 |
| Exams passed | Series 65 (2017) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | flagstonefm.com |
| Profile |
How Dan'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 Dan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Flagstone Financial Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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