# Shane Riley

> Shane Riley is a fee-only financial advisor at Pittenger & Anderson in Lincoln, Nebraska, who holds the CFA credential. Shane 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/shane-riley/
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
- **Credentials:** CFA
- **Specialties:** Retirement planning, Founders (pre-exit)
- **Works with:** Retirees, Founders
- **CRD:** 5932686 (https://adviserinfo.sec.gov/individual/summary/5932686)
- **SEC registration:** Investment adviser representative in NE
- **Exams passed:** Series 65 (2011)
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** https://pittand.com/

## Frequently asked questions

### Is Shane Riley a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Shane 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 Shane charge for financial advice?

Shane charges a percentage of assets.

### How much does Shane 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 Shane Riley based?

Shane Riley is based in Lincoln, Nebraska.

### What does Shane specialize in?

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

### What credentials does Shane Riley hold?

Shane Riley holds the CFA credential.

### Is Shane Riley registered with the SEC?

Yes. Shane Riley is registered as an investment adviser representative in NE (CRD 5932686), 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 Shane Riley?

Through Shane's website, pittand.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5932686): 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.