# Danny Clare

> Danny Clare is a fee-only financial advisor at Flagstone Financial Management in Lincoln, Nebraska, who holds the CFP credential. Danny 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/danny-clare/
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
- **Specialties:** Retirement planning, Founders (pre-exit), Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees, Retirees, Founders
- **CRD:** 6701675 (https://adviserinfo.sec.gov/individual/summary/6701675)
- **SEC registration:** Investment adviser representative in NE
- **Exams passed:** Series 65 (2018)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://flagstonefm.com

## Frequently asked questions

### Is Danny Clare a fee-only financial advisor?

Yes. Danny Clare 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 Danny's firm.

### How does Danny charge for financial advice?

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

### Where is Danny Clare based?

Danny Clare is based in Lincoln, Nebraska.

### What does Danny specialize in?

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

### What credentials does Danny Clare hold?

Danny Clare holds the CFP credential.

### Is Danny Clare registered with the SEC?

Yes. Danny Clare is registered as an investment adviser representative in NE (CRD 6701675), 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 Danny Clare?

Through Danny's website, flagstonefm.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/danny-clare-11175): 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.