# John Posey

> John Posey is a fee-only financial advisor at Plains Advisory in Grand Island, Nebraska, who holds the CFP credential. John charges a percentage of assets and an ongoing planning fee (1.5% a year on the first tier of assets managed and typically works with clients with $500,000 or more) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/john-posey/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Plains Advisory
- **Based in:** Grand Island, Nebraska
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** 1.5% a year on the first tier of assets managed; typically works with clients with $500,000 or more
- **Assets under management (firm):** $28.9M across 141 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 5165747 (https://adviserinfo.sec.gov/individual/summary/5165747)
- **SEC registration:** Investment adviser representative in NE
- **Exams passed:** Series 66 (2006)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.plainsadvisory.com

## Frequently asked questions

### Is John Posey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Plains Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does John charge for financial advice?

John charges a percentage of assets and an ongoing planning fee.

### How much does John charge?

According to Plains Advisory's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed; typically works with clients with $500,000 or more.

### Where is John Posey based?

John Posey is based in Grand Island, Nebraska.

### What does John specialize in?

John's specialties include retirement planning.

### What credentials does John Posey hold?

John Posey holds the CFP credential.

### Is John Posey registered with the SEC?

Yes. John Posey is registered as an investment adviser representative in NE (CRD 5165747), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Plains Advisory manage?

Plains Advisory reports $28.9M across 141 accounts in assets under management.

### How do I contact John Posey?

Through John's website, www.plainsadvisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5165747): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.plainsadvisory.com/): specialties, clients served, and fees, checked October 30, 2026

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