Danny Clare
Flagstone Financial Management · Lincoln, Nebraska
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.
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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 |
| SEC registration | Investment adviser representative in NE · CRD 6701675 |
| Exams passed | Series 65 (2018) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | flagstonefm.com |
| Profile |
How Danny'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 Danny
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.
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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