John Posey
Plains Advisory · Grand Island, Nebraska
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.
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Specialties
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 | $28.9M across 141 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NE · CRD 5165747 |
| Exams passed | Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.plainsadvisory.com |
How John's firm compares
- Plains Advisory's average account is about $205,000, from its Form ADV (assets managed divided by 141 accounts).
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Questions about John
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Plains Advisory website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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