# Julie Sellers

> Julie Sellers is a fee-only financial advisor at Pittenger & Anderson in Lincoln, Nebraska. Julie charges a percentage of assets (1% a year on the first tier of assets managed and typically works with clients with $1,000,000 or more) and focuses on retirement planning and founders (pre-exit).

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

## Facts

- **Firm:** Pittenger & Anderson
- **Based in:** Lincoln, Nebraska
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $3.03B across 2,261 accounts
- **Specialties:** Retirement planning, Founders (pre-exit)
- **Works with:** Retirees, Founders
- **CRD:** 4223522 (https://adviserinfo.sec.gov/individual/summary/4223522)
- **SEC registration:** Investment adviser representative in NE
- **Exams passed:** Series 65 (2025), Series 66 (2000)
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** https://pittand.com/

## Frequently asked questions

### Is Julie Sellers a fee-only financial advisor?

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

### How does Julie charge for financial advice?

Julie charges a percentage of assets.

### How much does Julie charge?

According to Pittenger & Anderson's website, checked October 30, 2026: 1% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more.

### Where is Julie Sellers based?

Julie Sellers is based in Lincoln, Nebraska.

### What does Julie specialize in?

Julie's specialties include retirement planning and founders (pre-exit). Julie works with retirees and founders.

### Is Julie Sellers registered with the SEC?

Yes. Julie Sellers is registered as an investment adviser representative in NE (CRD 4223522), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pittenger & Anderson manage?

Pittenger & Anderson reports $3.03B across 2,261 accounts in assets under management.

### How do I contact Julie Sellers?

Through Julie's website, pittand.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4223522): 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://pittand.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.