# Advisors for $1 million to $3 million in Nebraska > In Nebraska, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Daniel Frost of Pittenger & Anderson, Phil McDonnell of JRM Investment Counsel and Matthew Holloway of America First Investment Advisors. Page: https://find.wellspent.co/by/financial-advisors-1-to-3-million/nebraska/ 51 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors for $1 million to $3 million in Nebraska? In Nebraska, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Daniel Frost of Pittenger & Anderson, Phil McDonnell of JRM Investment Counsel and Matthew Holloway of America First Investment Advisors. ## How many fee-only advisors for $1 million to $3 million in Nebraska are there? The Wellspent public graph lists 51 fee-only advisors for $1 million to $3 million in Nebraska, at 9 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $1 million to $3 million. ## Where are fee-only advisors for $1 million to $3 million in Nebraska located? Of the 51 fee-only advisors for $1 million to $3 million in Nebraska, 29 are in Lincoln, followed by 21 in Omaha and 1 in York. ## How do fee-only advisors for $1 million to $3 million in Nebraska charge? The most common fee among fee-only advisors for $1 million to $3 million in Nebraska is a percentage of assets, used by 98% of the 51 with fees on file. Many use more than one: 41% charge fixed fees and 37% charge by the hour. ## How many fee-only advisors for $1 million to $3 million in Nebraska hold the CFP? 31% of the 51 fee-only advisors for $1 million to $3 million in Nebraska hold the CFP certification, based on the credentials listed on each record. ## How does Wellspent decide who counts as fee-only advisors for $1 million to $3 million? We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more. ## What should I ask fee-only advisors for $1 million to $3 million in Nebraska? What would I pay in dollars each year? Are tax and estate planning included in the fee? Does your fee drop as assets grow? Who would I actually work with? ## How current is this list of fee-only advisors for $1 million to $3 million in Nebraska? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Dan Stous](https://find.wellspent.co/advisors/dan-stous.md) | Flagstone Financial Management | Lincoln, Nebraska | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Danny Clare](https://find.wellspent.co/advisors/danny-clare.md) | Flagstone Financial Management | Lincoln, Nebraska | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Johnson](https://find.wellspent.co/advisors/michael-johnson.md) | Flagstone Financial Management | Lincoln, Nebraska | CFP, JD, MBA | Percentage of assets, Hourly, Fixed fees | | [Anders Natter](https://find.wellspent.co/advisors/anders-natter.md) | Pittenger & Anderson | Lincoln, Nebraska | CFP | Percentage of assets | | [Audrey Mines](https://find.wellspent.co/advisors/audrey-mines.md) | Pittenger & Anderson | Lincoln, Nebraska | CFP | Percentage of assets | | [Daniel Anderson](https://find.wellspent.co/advisors/daniel-anderson.md) | Pittenger & Anderson | Lincoln, Nebraska | CFP | Percentage of assets | | [Daniel Frost](https://find.wellspent.co/advisors/daniel-frost.md) | Pittenger & Anderson | Lincoln, Nebraska | CFP, CFA | Percentage of assets | | [Diane Klein](https://find.wellspent.co/advisors/diane-klein.md) | Pittenger & Anderson | Lincoln, Nebraska | CFP | Percentage of assets | | [James Pittenger](https://find.wellspent.co/advisors/james-pittenger.md) | Pittenger & Anderson | Lincoln, Nebraska | CFP | Percentage of assets | | [Jon Sevenker](https://find.wellspent.co/advisors/jon-sevenker.md) | Pittenger & Anderson | Lincoln, Nebraska | CFP | Percentage of assets | | [Phil McDonnell](https://find.wellspent.co/advisors/phil-mcdonnell.md) | JRM Investment Counsel | Omaha, Nebraska | CFP | Percentage of assets | | [Shane Riley](https://find.wellspent.co/advisors/shane-riley.md) | Pittenger & Anderson | Lincoln, Nebraska | CFA | Percentage of assets | | [Blake Anderson](https://find.wellspent.co/advisors/blake-anderson.md) | Pittenger & Anderson | Lincoln, Nebraska | | Percentage of assets | | [Clayton Finck](https://find.wellspent.co/advisors/clayton-finck.md) | Pittenger & Anderson | Lincoln, Nebraska | | Percentage of assets | | [Elizabeth Sydzyik](https://find.wellspent.co/advisors/elizabeth-sydzyik.md) | Pittenger & Anderson | Lincoln, Nebraska | | Percentage of assets | | [Jaxson Simmerman](https://find.wellspent.co/advisors/jaxson-simmerman.md) | Pittenger & Anderson | Lincoln, Nebraska | | Percentage of assets | | [Julie Sellers](https://find.wellspent.co/advisors/julie-sellers.md) | Pittenger & Anderson | Lincoln, Nebraska | | Percentage of assets | | [Katerina Wiese](https://find.wellspent.co/advisors/katerina-wiese.md) | America First Investment Advisors | Omaha, Nebraska | CFP | Percentage of assets | | [Kristin Kliewer](https://find.wellspent.co/advisors/kristin-kliewer.md) | Pittenger & Anderson | Lincoln, Nebraska | | Percentage of assets | | [Matthew Holloway](https://find.wellspent.co/advisors/matthew-holloway.md) | America First Investment Advisors | Omaha, Nebraska | CFP | Percentage of assets | | [Randall Jensen](https://find.wellspent.co/advisors/randall-jensen.md) | Nabity Jensen Investments | Omaha, Nebraska | CFP | One-time planning fee | | [Barry Dunaway](https://find.wellspent.co/advisors/barry-dunaway.md) | America First Investment Advisors | Omaha, Nebraska | CFA | Percentage of assets | | [Eric Ball](https://find.wellspent.co/advisors/eric-ball.md) | America First Investment Advisors | Omaha, Nebraska | CFA | Percentage of assets | | [Jack McDonnell](https://find.wellspent.co/advisors/jack-mcdonnell.md) | JRM Investment Counsel | Omaha, Nebraska | | Percentage of assets | | [Lauren McDonnell](https://find.wellspent.co/advisors/lauren-mcdonnell.md) | JRM Investment Counsel | Omaha, Nebraska | | Percentage of assets | | [Soren Schwan](https://find.wellspent.co/advisors/soren-schwan.md) | Atlas Financial | Lincoln , Nebraska | | Percentage of assets, Fixed fees, Performance-based fees | | [Amy Byrne](https://find.wellspent.co/advisors/amy-byrne.md) | America First Investment Advisors | Omaha, Nebraska | | Percentage of assets | | [Andrew Holloway](https://find.wellspent.co/advisors/andrew-holloway.md) | America First Investment Advisors | Omaha, Nebraska | | Percentage of assets | | [Stephen Perry](https://find.wellspent.co/advisors/stephen-perry.md) | America First Investment Advisors | Omaha, Nebraska | | Percentage of assets | | [Colin Longacre](https://find.wellspent.co/advisors/colin-longacre.md) | Prairie Wealth Advisors | Omaha, Nebraska | CFP | Percentage of assets, Hourly, Fixed fees | | [Timothy McEwen](https://find.wellspent.co/advisors/timothy-mcewen.md) | Prairie Wealth Advisors | Lincoln, Nebraska | CFP | Percentage of assets, Hourly, Fixed fees | | [David Perkins](https://find.wellspent.co/advisors/david-perkins-4219110.md) | Ironvine Capital Partners | Omaha, Nebraska | CFA | Percentage of assets | | [Eric Ruden](https://find.wellspent.co/advisors/eric-ruden.md) | Ironvine Capital Partners | Omaha, Nebraska | CFA | Percentage of assets | | [Jerad Sorgenfrei](https://find.wellspent.co/advisors/jerad-sorgenfrei.md) | Primus Wealth Advisors | York, Nebraska | CFA | Percentage of assets, Fixed fees | | [Matthew Barnes](https://find.wellspent.co/advisors/matthew-barnes.md) | Ironvine Capital Partners | Omaha, Nebraska | CFA | Percentage of assets | | [Aaron Homan](https://find.wellspent.co/advisors/aaron-homan.md) | Prairie Wealth Advisors | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Ava Heyne](https://find.wellspent.co/advisors/ava-heyne.md) | Flagstone Financial Management | Lincoln, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Brenda Zitek](https://find.wellspent.co/advisors/brenda-zitek.md) | Flagstone Financial Management | Lincoln, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Britney Angeles-Ayala](https://find.wellspent.co/advisors/britney-angeles-ayala.md) | Flagstone Financial Management | Lincoln, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Brooke Wimes](https://find.wellspent.co/advisors/brooke-wimes.md) | Prairie Wealth Advisors | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Caleb Friendt](https://find.wellspent.co/advisors/caleb-friendt.md) | Prairie Wealth Advisors | Lincoln, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Chantel Koerwitz](https://find.wellspent.co/advisors/chantel-koerwitz.md) | Flagstone Financial Management | Lincoln, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Craig Hundt](https://find.wellspent.co/advisors/craig-hundt.md) | Prairie Wealth Advisors | Lincoln, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Finn Lucas](https://find.wellspent.co/advisors/finn-lucas.md) | Ironvine Capital Partners | Omaha, Nebraska | | Percentage of assets | | [Jon McGrew](https://find.wellspent.co/advisors/jon-mcgrew.md) | Prairie Wealth Advisors | Lincoln, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Kimberly Baker](https://find.wellspent.co/advisors/kimberly-baker.md) | Prairie Wealth Advisors | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Natalia Paige](https://find.wellspent.co/advisors/natalia-paige.md) | Flagstone Financial Management | Lincoln, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Paula Deitering](https://find.wellspent.co/advisors/paula-deitering.md) | Prairie Wealth Advisors | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Ryan Mendlik](https://find.wellspent.co/advisors/ryan-mendlik.md) | Ironvine Capital Partners | Omaha, Nebraska | | Percentage of assets | | [Samuel Johnson](https://find.wellspent.co/advisors/samuel-johnson.md) | Flagstone Financial Management | Lincoln, Nebraska | | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 51. The full list, page by page: https://find.wellspent.co/by/financial-advisors-1-to-3-million/nebraska/?page=2 ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).